Every new client gets the same setup. Right now, you’re building it from scratch each time.
The welcome email, the contract, the intake form, the folder setup, the access requests, the kickoff scheduling — it’s identical work, client after client, done by hand.
It doesn’t scale, it’s where things get forgotten (a missed access request, a late welcome email), and it’s time that should be going into the work the client is actually paying for.





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