Client Systems

Client Systems

Onboarding, contracts, proposals, follow-up, and offboarding — all automated.

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Illustration for: How to Automate Client Onboarding With Free Tools (30-Minute Setup)
Client Systems
9 min read

How to Automate Client Onboarding With Free Tools (30-Minute Setup)

Stop hand-sending welcome emails, intake forms, and folder links. Here's the exact free-tool flow I use to onboard new clients in zero minutes.

Illustration for: The 3-Email Sequence I Send After Every Discovery Call (With Templates)
Client Systems
8 min read

The 3-Email Sequence I Send After Every Discovery Call (With Templates)

A same-day recap, a day-3 value email, and a day-7 gentle close. The exact follow-up sequence that converts 40-60% of discovery calls into paid work.