Client onboarding on autopilot
When your agency marks a deal as won, the Drive folder, Slack channel, project board, welcome email and first invoice create themselves. Fixed price. Live in 5 business days.
Fixed quote on the call · Pay 50% only after it runs on your first live client
Independent European Software Engineer | MSc. at TU Wien | Built for US agencies with 10 to 50 people.
Works with HubSpot, Pipedrive, Close, GoHighLevel, PandaDoc, Google Drive, Slack, ClickUp, Asana, Monday, QuickBooks and Xero.
How it works
Three steps. Zero prep work for your team.
20-minute call
We map what triggers a signed client (HubSpot, Pipedrive, Close, or a signed proposal) and every step your team repeats. You get a fixed quote on the call.
I build it (templates included)
I wire your exact folders, tasks, and welcome email — or pre-load our proven agency onboarding blueprints if you don't have clean templates yet.
Live in 5 days
You close a deal. Everything appears in 60 seconds. Choose instant send or safe Gmail Draft mode for client emails, plus a full walkthrough video.
What gets created
Everything your team sets up for every new client.
The folder structure, the Slack channel, the project board, the welcome email, the first invoice and the kickoff call. Created from your templates — or our pre-built agency blueprints — the moment the deal closes.
Your account managers stop spending 45 minutes copying folders and tasks by hand. And for client-facing emails and invoices, you choose Instant Send or Draft Mode (ready for a 10-second human review before sending).
- ✓ Deal "Brightwave Health" ($6,500) marked Won 00:01s
- ✓ Drive folder + 4 subfolders created 00:09s
- ✓ Slack #client-brightwave-health + team invited 00:18s
- ✓ ClickUp list + 6 template tasks cloned 00:31s
- ✓ Welcome email + intake form ready for Sarah 00:42s
- ✓ QuickBooks customer + Invoice #1042 00:51s
- ✓ Team summary posted to Slack 00:58s
- — 0 manual steps · completed in 58 seconds
FAQ
Common questions before we talk.
Do we need HubSpot, or does it work with Pipedrive, Close, or proposal tools?
It works with whatever triggers a signed client at your agency: HubSpot, Pipedrive, Close, GoHighLevel, or a signed contract/paid invoice in PandaDoc, DocuSign, or Stripe. From there, it connects to Google Drive, Slack, ClickUp/Asana/Monday, and QuickBooks/Xero.
What if our onboarding templates or folder structure are messy right now?
Zero prep work required. If you already have templates, I wire those up. If not, your setup comes pre-loaded with our proven agency blueprint: a 4-folder Drive hierarchy, 12-task kickoff checklist, and welcome email + intake template that you simply approve.
Will it ever send an email or invoice to a client before we're ready?
You control the safety mode. Client-facing steps can either fire automatically or land as a ready-to-send Gmail Draft and Draft Invoice for a 10-second human review. Every step also has built-in error isolation and posts a full status checklist to your internal Slack channel.
How does pricing work?
You get a flat, fixed quote on our 20-minute call based on your stack, with no hourly billing. You pay 50% to start and 50% only after it runs live on your first real client.
About the Engineer
Hi, I'm Luka. I build the automations agencies keep meaning to set up and never get around to. I design and maintain production CRM and accounting integrations for B2B teams across the US and Europe. I don't outsource: when you book a call, you speak directly with the engineer who builds and monitors your setup.
Luka Pejic · Vienna, Austria · MSc. Software Engineering (TU Wien)
Stop setting up clients by hand.
A 20-minute call to list the steps your team repeats. You leave with a fixed quote.
Book a 20-minute call →50% to start · 50% after your first live client · 5-day delivery