Is this not just a calendar link?

A calendar link books the slot. We run everything after it: the confirmation, the reminders, the contract, the forms, the access, the chasing of each missing piece and a clear ready-or-not before the start date. That fortnight is where onboarding stalls, and it is the part nobody has the hours to do by hand.

Does it work for new employees as well as new clients?

Yes. The same machine pointed at a different list: offer accepted, right-to-work and contract in, accounts created, kit ordered, manager briefed for day one. We build it once and run it for both.

Will our clients feel chased?

No. Each outstanding item gets its own short message on its own clock, on the channel the person last replied on, and it stops the moment that item lands. Nothing is ever sent about something that has already arrived. You can approve every message for the first fortnight or none at all; where the gate sits is a setting, not a rebuild.

A fixed price, quoted in writing before anything starts. It runs in your own accounts under your own name, so nothing of ours needs switching off if we ever part ways.

What do you need from us?

The brief, the brand and the access: what a new client or new hire has to hand over, how you want to sound, and logins to the calendar, forms and CRM it runs on. Everything after that is us.

Client onboarding and scheduling automation, from yes to day one

Everything between somebody saying yes and somebody starting, run for you: the slot booked, the paperwork signed, every missing piece chased and a clear ready-or-not before day one. You bring the brief and the brand.

From yes to day one, all of it ours

Everything between the yes and the start date, run without anyone on your side chasing a form. You approve the flow once; after that it runs every time.

BookingReal availability across everyone who needs to be there, in their timezone, from one link. Rescheduling handled the same way.
RemindersConfirmed on the spot, then reminded at the right interval by email, SMS or WhatsApp, without anyone on your side sending a thing.
PaperworkContract, forms and data requests sent as a sequence, e-signed, and filed where you keep them.
Access and accountsLogins created, tools provisioned, invites sent and equipment ordered, all ready before day one.
ChasingEvery outstanding item chased individually, on its own clock, stopping the moment it arrives.
Ready to startA clear yes or no before the start date, with everything gathered and in front of whoever runs the first meeting.

Book twenty minutes →Send us the brief

Chasing, one item at a time

One item, one message, on its own clock, stopping the moment it arrives.

No weekly wall of everything outstanding, which reads as a telling-off and gets ignored. Each missing piece is chased on its own until it lands, then never mentioned again.

On the channel they actually answerEmail, SMS or WhatsApp, whichever the person last replied on, in your name and your voice.
A live view of who is readyEvery person, every outstanding item and who it is waiting on, in one board your team reads in ten seconds.
New clients and new hires alikeOffer accepted, documents in, accounts created, kit ordered, day one ready. Same machine, different list.
Fixed price, your accountsQuoted in writing before anything starts, and all of it running in your own tools under your own name.

What we connect it to

Best in class for each job, wired together in your accounts. If you already use one of these, we build on it rather than replacing it.

Cal.com
Calendly
Google Calendar
Outlook
Typeform
DocuSign
HubSpot
Gmail
WhatsApp
Twilio
Claude
n8n

Connected through your own logins. Bookings, signatures and records stay in your systems; we run the flow between them.

See the full workflow, from enquiry to a booked appointment →

The day-to-day, all of it automated

Fourteen jobs a specialist does by hand. The run does every one, on a schedule, inside the tools you already use. You see the results, not the work.

Calendly, illustrated with example figures: Calendly: booking page for a kick-off call showing available calendar slots and booking confirmation. — Calendly: booking page for a kick-off call showing available calendar slots and booking confirmation.

Client meetings scheduled automatically based on availability
Personalised onboarding questionnaires emailed after contract sign-off
Right to work and ID verification documents collected
Digital employment contracts sent for signing online
New starter IT accounts created before day one
Automated reminder sequences sent for missing onboarding paperwork
Internal onboarding task checklists assigned to team members
Welcome packs and first-week schedules sent
Kit ordered and sent to home addresses
Pre-employment reference checks requested and chased from employers
First week training calendars populated and invites dispatched
Progress tracked on one team board
New client kick-off meetings booked automatically with leads
Post-onboarding feedback surveys collected after initial 30 days

DocuSign, illustrated with example figures: DocuSign: envelope list tracking sent client agreements with status Completed and Waiting for signature. — DocuSign: envelope list tracking sent client agreements with status Completed and Waiting for signature.

Notion, illustrated with example figures: Notion: onboarding board tracking client and employee preparation progress with checklists and status tags. — Notion: onboarding board tracking client and employee preparation progress with checklists and status tags.

Illustrations of the tools in use, drawn for this page for an example business, Marlow & Finch. Every figure in them is an example, not a client's data, and any person in them is generated. Tap a picture to open it full size.

CalendlySlots booked, no back and forth
DocuSignPaperwork sent and signed
NotionThe onboarding board
Google WorkspaceAccounts created before day one
GmailEvery missing piece chased

The night shift

Nobody in the building. This is the job doing itself at eleven at night, and what you see in the morning.

The slot booked, the folder ready, the laptop waking before the new starter arrives.

Questions we get asked about this

Is this not just a calendar link?: A calendar link books the slot. We run everything after it: the confirmation, the reminders, the contract, the forms, the access, the chasing of each missing piece and a clear ready-or-not before the start date. That fortnight is where onboarding stalls, and it is the part nobody has the hours to do by hand.
Does it work for new employees as well as new clients?: Yes. The same machine pointed at a different list: offer accepted, right-to-work and contract in, accounts created, kit ordered, manager briefed for day one. We build it once and run it for both.
Will our clients feel chased?: No. Each outstanding item gets its own short message on its own clock, on the channel the person last replied on, and it stops the moment that item lands. Nothing is ever sent about something that has already arrived. You can approve every message for the first fortnight or none at all; where the gate sits is a setting, not a rebuild.
What does it cost?: A fixed price, quoted in writing before anything starts. It runs in your own accounts under your own name, so nothing of ours needs switching off if we ever part ways.
What do you need from us?: The brief, the brand and the access: what a new client or new hire has to hand over, how you want to sound, and logins to the calendar, forms and CRM it runs on. Everything after that is us.

Got a question the list did not answer? Ask it on a call, or send us the brief and we will come back with a fixed price.

Book twenty minutes →Send us the brief