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
Select the perfect automation plan to streamline workflows, boost productivity, and fuel growth.
Built for teams ready to automate their most time-consuming processes
$2,499/mo
- Full automation readiness audit
- Automate 3 workflows from our tested catalog per month
- Daily support via Slack
- Dedicated process consultant
- Quick access to automation engineers
- Strategic guidance and planning
Perfect for businesses that want custom solutions for hands-free operations
$5,799/mo
- 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 organizations who want to accelerate into this new technology era
$11,899/mo
- 2 dedicated automation engineers for research and implementation
- 1 dedicated process consultant to translate vision to plan to execution
- Daily expert communication via Slack
- Unlimited automation design and implementation
- Direct access to automation engineers
- Easy scheduling system
- Complete automation audit
- 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
