Process Build

Stop dropping the ball between sales and delivery.

The invisible handover between the closed deal and the delivery team — automated. Every promise made during the sale gets captured. Every detail gets confirmed with the client. Your team starts work with perfect context, every time.

$995 setup + $99/month Live in 7 business days.
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The Problem This Solves

Sales closes the deal. Delivery pays the price.

Sales closed the deal. Contract signed. Champagne open. Now the delivery team takes over — and they have no idea what was promised, what was discussed, what the timeline is, or who the real stakeholders are.

They'll spend the first two weeks rebuilding context they should have inherited. The client will re-explain things they already explained. Trust erodes before work even starts.

Client Onboarding Orchestration fixes the handover. Every promise captured from the sales calls. Every detail confirmed with the client through a clean intake. Every document and decision packaged for delivery. Your team starts with complete context. Your client stops feeling like they're starting over.

What You Get

The handover that used to live in 3 different inboxes now happens automatically.

Delivery

Built around your sales-to-delivery handover in 7 business days.

Days 1-2 — Discovery. We map your current handover process — what goes right, what breaks, what gets dropped.

Days 3-5 — Build. Sales tool and project tool integrations. Intake confirmation templates. Kickoff scheduling logic. Commitment extraction tuned to your language.

Day 6 — Testing. We test against 3 recent closed deals. You review and adjust.

Day 7 — Launch. Your next closed deal runs through the new flow. Monthly optimization from there.

Who This Is For

Good fit. Bad fit. We'll tell you on the call.

Good fit if:

  • ✓Business where sales and delivery are handled by different people
  • ✓Deals worth $5K+ where handover quality affects project success
  • ✓Existing CRM and project management tools
  • ✓Pattern of 'we lost context after the sale' complaints from clients or team

Bad fit if:

  • ✗Solo operator doing both sales and delivery (no handover to fix)
  • ✗Transactional sales that don't require handover
  • ✗Business without PM tooling for delivery to live in

Pricing

One price. Everything included.

$995 setup + $99/month

Live in 7 business days.

What's Included

  • ✓CRM and project management integrations
  • ✓Custom intake confirmation templates
  • ✓Automated kickoff meeting scheduling
  • ✓Commitment extraction and tracking
  • ✓Stakeholder mapping
  • ✓First-week check-in automation
  • ✓Monthly optimization
  • ✓Client portal access for future requests
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Questions

Real questions from real buyers

Still have questions? The 30-minute call is the fastest way to get answers specific to your business.

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HubSpot, Salesforce, Pipedrive, Close, and most other major CRMs. We confirm your specific stack during discovery.

The transcript captures everything, whether they documented it or not. That's the whole point — the system finds the commitments humans miss.

No. A PM still runs delivery. This replaces the manual handover work that happens before the PM can even start — so they actually have context on Day 1.

The client sees the intake confirmation email and kickoff scheduling. Everything else is internal.

The system can work from written notes, emails, and proposals if recordings aren't available. It works best with recordings, though, because that's where the most commitment detail lives.

Stop re-explaining your business to your own team.

Thirty-minute call. We walk through your current handover, identify where it breaks, and tell you honestly whether Client Onboarding Orchestration fits — or whether the breakdown is happening somewhere else.

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No pitch deck. No fake urgency. A real conversation about your operations.

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