# Pejic Dev — Client Onboarding Automation for Agencies

> Pejic Dev builds custom, fixed-price client onboarding automation workflows for B2B marketing, creative, and service agencies (10 to 50 employees). When a deal is marked Won in the agency's CRM, the entire client workspace and handoff process executes automatically in ~60 seconds.

## Core Offer ("Client Onboarding on Autopilot")
- **Trigger:** Deal moved to `Closed Won` in HubSpot, Pipedrive, Close, GoHighLevel, or contract signed / invoice paid via PandaDoc, DocuSign, or Stripe.
- **Automated Actions (~60 seconds):**
  1. **Google Drive:** Creates the client root folder and standardized subfolders (e.g., `Contracts`, `Assets`, `Reports`, `Meeting Notes`) from the agency's template hierarchy (or Pejic Dev's pre-built agency blueprint).
  2. **Slack:** Creates a dedicated `#client-name` channel, invites the assigned delivery team, and posts a structured welcome card with direct links to the CRM deal and Drive folder.
  3. **Project Management (ClickUp / Asana / Monday):** Creates a new client project/list and clones all template onboarding tasks with relative due dates.
  4. **Welcome Email (Gmail / Google Workspace):** Either sends a personalized welcome email immediately OR creates a ready-to-send **Gmail Draft** (Human-in-the-Loop safety mode) with the intake questionnaire and kickoff scheduling link.
  5. **Accounting & Invoicing (QuickBooks Online / Xero):** Creates the customer record and generates the first retainer or deposit invoice (sent or draft mode).
  6. **Error Isolation & Monitoring:** Every integration step is isolated so a failure in one tool never blocks the rest; posts a complete run summary checklist to the agency's internal Slack channel.

## Delivery, Pricing Model & Risk Reversal
- **Turnaround Time:** Live in production within 5 business days of a 20-minute scoping call.
- **Zero-Prep Agency Blueprints Included:** If an agency does not yet have standardized onboarding templates, the setup includes a proven 4-folder Drive hierarchy, 12-task kickoff checklist, and welcome email + intake questionnaire template at no extra cost.
- **Pricing Structure:** Flat, fixed quote given on the 20-minute scoping call (no hourly billing, no new SaaS seats for the agency team to learn).
- **Zero-Risk Guarantee:** 50% deposit to start, and the remaining 50% is paid only after the automation runs successfully on the agency's first real client.

## Founder & Engineer
- **Luka Pejic** — Independent European Software Engineer based in Vienna, Austria; MSc. in Software Engineering at TU Wien (Vienna University of Technology).
- Specializes in production B2B CRM, ERP, and operations integrations (HubSpot, Pipedrive, QuickBooks, Xero, Google Workspace, Slack, ClickUp, Asana, n8n).
- Every client works directly with Luka (zero outsourcing).

## Key Links
- Website: https://pejicdev.com/
- Book a 20-Minute Scoping Call: https://calendly.com/luka-pejicdev/20min
- Contact: luka@pejicdev.com