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KADENCE LAB
How a Harrow agency moved its entire client base onto onboarding and billing that runs itself.
Pitstop Branding & Hospitality Group manage social media for bars, restaurants and hospitality venues. They sign clients regularly — and every single one triggered the same sequence of manual work.
None of it is difficult. All of it takes time — and it sits between a client saying yes and the work actually starting, which delays the first payment.
Onboard Pro replaces the whole sequence with a single branded form, filled in with the client during the meeting where they agree terms.
It's built around the tools Pitstop already used — Google Drive, Google Sheets, HubSpot, GoCardless and QuickBooks. Nothing was migrated and nobody had to learn new software.
Every step that touches money has a failure alert behind it. If something breaks, we know before the client does.
The first client went through the system live, during the handover call. From opening the form to a confirmed Direct Debit mandate took about five minutes. Pitstop then began moving their existing client base across — 65 accounts — one at a time.
Now every client Pitstop sign runs through the same path automatically — contract, Direct Debit, filing, CRM and monthly invoicing — with no admin left to do after the handshake.
Onboarding a client used to take about an hour of back-and-forth. Now it's roughly five minutes — from opening the form to a signed contract and a live Direct Debit. And the monthly grind that hurt most, chasing payments and raising invoices by hand, once around 30 hours a month, now runs itself.
If onboarding admin is the thing sitting between your clients saying yes and the work starting, it can run itself instead.
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