The long version
Nine steps, and each one causes the next. Open the one you want — or if you only read one, read the sixth.
It goes the same way for almost everyone. You open the assistant, paste in whatever context you can find, and ask a question you actually care about — which client is behind, what did we agree to in June, are we making money on this job. What comes back is fluent, confident, and hollow.
The natural conclusion is that the technology isn’t there yet, so you wait for the next version. The next version arrives, and it does the same thing.
What onboarding actually looks like
Days, not months — and the parts that take longer, we tell you about up front.
No form to fill in. We talk about how work actually reaches your customers — who comes to whom, what gets agreed, where your week disappears.
Which shapes you run is usually obvious within ten minutes, and the second one is normally the part your current tools don’t hold.
Onboarding is a paid service, sometimes waived, and early on the founder does it personally — which is also how we find what still needs fixing.
Tap a step for the detail.
What's a workflow vs. an automation?
Two concepts that work together — easy to mix up, and you'll use both constantly. Both are unlimited on every plan.
Workflow
A templated multi-step process you run repeatedly, like “Client Onboarding,” “Sales Funnel,” or “Project Delivery.” Each one has a clear start, end, and steps in between. Most service businesses have 5–10 core workflows total.
Automation
An event-triggered rule: when something happens, do something. Like “send a welcome email when a new contact is created” or “notify me when a quote sits unanswered for 14 days.” Automations multiply quickly — a typical agency runs 50–100+ of them.
Real example. If you have 5 lead sources (web form, business card scan, email signup, referral, paid ad) all feeding into one sales funnel, that's 1 workflow + 5 automations — not 6 workflows. The sales funnel is the same process; the entry points are different triggers.