Services InnoTemplates
The best onboarding system is the one you forget exists.
Who is this for?
Freelance consultants and small agencies who onboard 2-5 new clients a month and are still doing it by hand.
They copying data between a form, an inbox, a CRM, and a project tool, every time someone signs.
Built for Notion, paired with Airtable or HubSpot as your CRM.
If you’re on a different stack, tell us and we will let you know whether it’s a fit.
Our Services
Client Intake and CRM Router
Price: $497
The lead lands. You never see the in-between.
Included:
- Your intake form connected directly to your CRM
- New lead automatically creates a tagged
- Instant welcome email sent
Not included:
- Custom scoring logic beyond simple rules
- Enrichment tools
- Multi-CRM sync
Contract-to-Kickoff Automation
Price: $897
By the time you remember to check, it’s already done.
Included:
- Everything in Tier 1
- First onboarding steps sent automatically
- Kickoff call booked on your calendar
Not included:
- Custom workspace beyond existing template
- Integrations with project-management tools
Full Onboarding System
Price: $1,490
Onboarding, invoicing, re-engagement system.
Included:
- Everything in Tier 2
- Overdue-payment follow-up
- Full written documentation
Not included:
- Custom invoicing software setup
- Marketing and Ads automation
- CRM migrations
Stop doing this manually
Every week you wait is another client onboarded the slow way. Let’s see if this fits your workflow.
