Why automate onboarding?
Start billing sooner
Projects kick off immediately after the contract is signed, so you invoice days earlier.
Reduce admin work
Automate data entry, reminders, and project setup to reclaim 14 + hours of staff time.
Premium first impression
Give clients a polished, white‑glove experience that builds trust and clarity from day one.
Trigger
The deal is won
Mark a deal closed‑won in HubSpot, Pipedrive, or your CRM—Grantbot listens and spins up the entire sequence within seconds.
Intake
Smart client intake
A branded form pre‑filled with the client’s deal data collects brand assets, contacts, billing details, and scope clarifications. Our AI assistant nudges for missing pieces in real time.
Workspace
Project workspace built automatically
ClickUp (or your PM of choice) generates a project folder, subtasks, timelines, and owner assignments. Dependencies, custom fields, and sprint cadence are cloned from your golden template—no manual setup.
Tracking
Real‑time visibility & smart reminders
Live dashboards surface intake completion status, while automated nudges chase outstanding tasks and update the account manager if anything stalls for 24 hours.
Our four‑step engagement
Discover
Like McKinsey but modern. A process consultant interviews your team and bridges business goals to today's technology.
Design
Map out and visualize your processes to identify key automation opportunities.
Develop
Implement custom AI workflows that streamline your sales, operations, and fulfillment.
Maintain
Edge case protection, AI research, introductions to today's top tools. All signal, no noise for our partners.
"GrantBot has been invaluable to our studio. The automations they set up for client onboarding helped us go from signed contract to a running project in days, not weeks!"
"Our process was a mess before automating. Projects would lag, losing us valuable hours to admin work. Now we kick off on autopilot."
"If you're looking to automate your business but don't know where to begin, Grant is your guy. Grant has given me invaluable advice for growing and automating parts of my newsletter. I've referred several friends, colleagues, and clients to Grant to help them automate everything from client onboarding and Linkedln outreach to invoicing and project management."
Transform your onboarding
Ready to onboard clients 3× faster?
- Free workflow analysis
- No generic solutions
- Immediate implementation plan
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