New IT client onboarding checklist
When a new managed client signs, a setup checklist is drafted from the agreement for a service manager to review.
What changes
Today
Every new client needs a setup list built from the agreement and a past client's list. Steps get missed, and the first weeks feel messy to the client.
With the agent
The agent reads the agreement and the scope, then drafts a checklist grouped by accounts, devices, backups and contacts. It only writes the list. Your engineers do the work.
How it works
- A new client is marked as won in your CRM.
- The agent reads the signed agreement and the scope of work.
- It drafts a checklist in your standard order, with the client's details filled in.
- The service manager edits and approves it, then assigns the tasks to engineers.
Keep looking
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Client onboarding and kickoff deck
Mark a deal as won and get the onboarding checklist and a kickoff deck drafted from the proposal.
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- Google Drive
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Weekly client update
Every Friday, a plain-English update for each client is waiting in your drafts, built from the week's work.
- Gmail
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Safe login handover from clients
Clients hand over logins and keys through a one-time link, never by email or chat.
- Any web browser
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.