New client onboarding

Welcome aboard, let's get set up properly.

Takes about 6–8 minutes. The more you give us here, the more we can prepare, and line up access, before your kickoff call, so we're building on day one instead of chasing logins.

1. Your business

So the automated emails we write sound like you, not a template.

2. What's eating your time

These set your baseline: every monthly ROI report shows the time and money the automations give back against it.

3. The tools you use today

Tell us what you already run. We connect to what you have. We almost never ask you to switch.

3b. Where your customer data lives today

This is the most valuable thing you can tell us. Your existing customers are your fastest wins (reviews, repeat bookings, win-backs), but only if we can reach them. Point us at wherever their details already sit and we do the rest. Every connection is read-only and you can revoke it any time.

Unlocks: every customer you've ever invoiced, with their history.

Unlocks: full order and purchase history.

Unlocks: your contacts and live pipeline.

Unlocks: everyone who's booked with you before.

So new bookings land on your calendar, not ours.

Keeps your contacts scoped to you. Find it under HubSpot → Settings → Account.

Unlocks: we'll import and de-duplicate it for you.

Recorded for your data processing agreement: it governs what we're allowed to send on your behalf.

4. Access & ownership
This is the part that usually holds projects up. Telling us who can grant access now means we can send the exact connection steps to the right person before the call, so we build straight away instead of waiting on logins.

Name and role is enough. We'll email them the 5-minute steps.

We need one small DNS record to verify your sending domain so automated emails land in inboxes, not spam. This is who we'd send that record to.

The link customers click to leave you a Google review. Powers automated review requests. If you're not sure where it is, leave it. We'll find it.

5. Your website

Our sites are fast, own-your-data, and wire straight into the automations (contact forms, booking, portal).

6. First priority

We build in order of impact. This is where we start.

7. Your voice

Automated messages go out under your name. Help us sound like you.

Nearly done

Appointment reminders and updates will use your choice. Email is always the fallback.

Something went wrong. Please email [email protected] directly.

Your data is handled under the Guernsey Data Protection Law 2017. Privacy Policy

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Got it, you're all set.

We'll review your answers, line up the access we need, and be in touch within one business day to confirm your kickoff call.