Agency FastStart Bundle

Onboard new clients in 24 hours | Ship Client Reports in 5 Minutes

OnboardFlow - Client Onboarding Orchestrator

Get clients live in 24 hours. Launch a branded onboarding workspace that removes the back-and-forth. OnboardFlow creates a clear task list, collects the right documents, sends smart reminders, and tracks progress in one place – so projects start fast and stay on track.

Why it wins?

Zero chaos: One source of truth for tasks, files, and status.

Faster time-to-value: Typical go-live within 24 hours.

Less chasing: Automated nudges keep everyone moving.

Executive visibility: Real-time progress dashboard.

RapidReport AI - 5 Minute Client Reporting

Ship board-ready reports on schedule, every time. RapidReport AI pulls your marketing and CRM metrics, turns them into a clean, branded PDF and adds an executive summary that explains what changed and why. Set it once; client get reports automatically.

Why it wins?

Instant Clarity: Automated, branded reports with zero manual effort.

Smart Insights: Executive summaries highlighting changes and implications.

Consistency Guaranteed: Reports delivered on-time, every time.

Hands-Free Operation: Set-and-forget automation saves countless hours.

Onboarding Form