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Client onboarding automation

A signed proposal should start everything else.

Every new engagement means a letter, a signature, folders, permissions, a project, a team and a kickoff, usually set up by hand across four tools. It's the most visible process in the agency and the easiest early win.
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Signs it is happening

01

The client record is typed into several systems

02

New clients wait days for kickoff

03

Folders and permissions are set up inconsistently

04

Founders spend hours on set-up per engagement

Why it happens

It is almost never because the people are careless. It is how the work is set up around them.

Tools that don't talk

The CRM, project tool and file storage each need the same data.

No template per engagement type

Every project is set up slightly differently.

Manual chasing

Intake forms and documents are chased by email.

How TINKR fixes it

  1. 1One triggerProposal accepted generates the letter from its own fields and issues the e-signature.
  2. 2Scaffold from templateFolder, permissions and project created from the right template, team assigned.
  3. 3Kickoff and intakeKickoff scheduled, welcome sent, intake form issued with automated chasing.
How we measure it. The Diagnostic times your onboarding end to end and records the hours per new client as a baseline.
Related case study

A signed proposal now starts the project on its own.

JUNO Creative · Data moves once

10h

saved every week

40%

faster client onboarding

Read the case →

Common questions

Which tools does this work with?

Common CRMs, proposal tools, project tools and storage. We integrate what you already run.

How long does it take to build?

It's part of the first 30 days of the 90-Day Transformation.

Common inBrand & designWeb, product & devOther problemsUnbilled scope changesThe founder bottleneckTime-entry leakageProposal drafting

Find out what the way you work is costing you.

Start with a free 30-minute call. We'll look at how the agency runs and tell you honestly where to start: a Diagnostic, a rebuild or a one-day workshop.

Book an intro call Take the Leverage Brief
Scoped on a call, fixed before we start Measured from your own data Two weeks to a ranked roadmap Run online, around your calendar Your tools stay, integrated EU data, by default Scoped on a call, fixed before we start Measured from your own data Two weeks to a ranked roadmap Run online, around your calendar Your tools stay, integrated EU data, by default