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.
CEO, EV Power Insights
The First 24 Hours Define Everything
Seamless Automation
From signed agreements to task assignments, automate every step of the onboarding journey. Deliver a polished, professional experience without lifting a finger.
Enhanced Client Experience
Set clear expectations from day one and wow your clients with streamlined communication and proactive updates, ensuring trust and long-term satisfaction.
Real-Time Team Alignment
Prepare your team with instant task assignments and automated updates. Everyone knows their role, and priorities are clear—no confusion, just execution.
Client Onboarding tools we’re experts in:
Who we work with
We collaborate with ambitious leaders and specialized industries to optimize client management, drive efficiency, and foster growth through seamless CRM automation.
Founders & Execs
Empower leaders to streamline client interactions and focus on growth, not admin work.
Agencies
Automate client follow-ups and lead tracking to improve client satisfaction and efficiency.
Law Firms
Ensure timely communication and case updates, reducing manual work and enhancing client relationships.
Financial Services
Automate client reminders, follow-ups, and reporting to provide a seamless client experience.
Create an Unforgettable First Impression with Seamless Onboarding
Transform your client onboarding process with automated workflows that deliver clear expectations, build trust from day one, and set the stage for a successful partnership.
Send SOWs
Speed to lead isn't just at first contact. Capitalize on motivated buyers with one-click SOWs so you can close more deals, fast
Close deals faster
Impress clients in the first 5 minutes of your engagement with automated next steps as soon as they sign on the dotted line
Prepare your Team
Generate a new client folder with a templated engagement the moment a new client signs
Choose your system setup
GrantBot applies modern technology so humans continue innovating.
This is how we achieve that mission.
The most demanded workflows, customized to the way you do business. Activated in days not weeks.
Starting at $400
- Tested workflows, personal customization
- Activated within 5 business days
- Slack and email support
- Access to prompt engineers
- Ongoing workflow improvements
- No audit required
You may or may not know what can be automated in your business. We will show you what's possible.
Starting at $2,500
- Full automation readiness audit
- Custom implementation in the CRM, Client Onboarding, Project Management, or Invoice Management
- Unlimited workflow design and implementation across services
- Daily support via Slack
- Rapid engineer response time
- Easy scheduling system
- Strategic guidance and planning
Designed for teams who need custom agents, automated workflows, and a leader who will manage change.
Book a Call
- Dedicated process consultant to translate vision to plan to execution
- Automation engineers for research and implementation
- Own your automation and prompts
- Daily team communication via Slack
- Live training, documentation, and looms
- Proactive change management practices
- Easy scheduling system
- Executive strategy planning
Unlock more capabilities
Automate your content pipeline with zero added work
Create social and blog content from the calls you already make.
Starting at $399
Executive Assistant Operating System
Get more done with smart delegation. Add leverage to your EA and avoid $10/hr tasks with our automations-in-a-box.
Starting at $899
Other solutions
CRM Management
Project Management
Invoice Management
