A smooth, automatic start for every new client
Everything a signed contract should set off happens on its own: payment collected, folders created, logins granted, tasks made, the kickoff meeting scheduled and the welcome messages sent. Two days of somebody clicking through five programs become one trigger and a note that it is done.
What problem this solves
“Every new client costs us two days of somebody manually creating folders, accounts and tasks.”
Every new client costs a couple of days of manual setup: folders, accounts, permissions, task lists, calendar invitations, and the welcome email somebody rewrites each time. You cannot bill for it, nobody likes doing it, and because it is boring, it is where things get forgotten.
The forgetting is the expensive part. A missing login or a kickoff that slipped a week is the client's first impression of how you work, formed before you have done any of the work they hired you for.
Both sides feel this. Agencies feel it from the inside as lost days. Software companies feel it from the outside, where a weak start is the leading cause of customers leaving early. The setup is the same shape in both cases.
Two days of setup per client done on its own, and a first week that makes the client feel they chose right.
Market contextBoth sides feel this. Agencies feel it from the inside. Software companies see it in customers who leave early, where a poor start is the leading cause.
What happens, step by step
- 01Contract signed
- 02Payment collected
- 03Folders and logins created
- 04Tasks and kickoff meeting scheduled
- 05Welcome messages sent
Who this is for
Agencies, software companies and professional services: anywhere a new client sets off the same checklist, and the checklist lives in someone's head or in a document nobody updates.
It pays off from roughly two new clients a month upward. Below that, the manual way is bearable. Above it, you are spending a real share of a salary on setup that a trigger could do.
It is also what makes a small team look like a bigger one. The first week is when a client decides whether they chose right, and the difference between a planned start and an improvised one shows, even when the work underneath is the same.
- Sectors
- Agencies · SaaS · Professional services
- Strongest fit
- United StatesEurope
What it costs
| Size | Build | Monthly |
|---|---|---|
| Micro | Build$500–$1,000 | Monthly$120–$250/mo |
| Small business | Build$1,300–$2,600 | Monthly$300–$650/mo |
| Mid-market | Build$3,200–$6,000 | Monthly$800–$1,500/mo |
All prices are in US dollars. Work outside the agreed scope is $35–$60/hour. The cost of AI services is passed on at cost plus 20%, or you can use your own account with the AI provider.
Frequently asked questions
- What sets it off?
- A signed contract from your e-signature tool, or a completed payment. Which one you pick depends on whether you want setup to start on signature or on money received. Both are common, and the answer is a business decision, not a technical one.
- What if a client needs something different?
- The steps change depending on the type of client, and manual steps stay manual where they should. The goal is not to automate every case. It is to automate the ninety per cent that is identical so the exceptions get the attention they need.
- Which programs does it touch?
- Typically Google Workspace for folders and logins, your task manager for tasks, your calendar for the kickoff, and your email tool for the welcome messages, with your customer list updated throughout. If a program cannot be connected, we turn that step into a task for a person instead of pretending it is automatic.
- What happens when a step fails halfway through?
- It alerts you with the exact step named and a record of what happened, and it is built so the remaining steps can be run again without repeating what already worked. A half-set-up client that nobody notices is the problem worth designing against.
A client decides whether they chose right in the first week. What are you showing them in that week right now?
The numbers on this page come from public industry studies. They are not results from Amagenon clients. On the audit call we check them against your own numbers.
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