Send the contract. Create the project. Notify the team. Send the welcome email. Request the intake form. Collect the assets. Schedule the kickoff call.
Now multiply that across every new client, every team member tracking it, and every tool that sends a separate notification.
Four new clients this month. The status of each one is buried in a different tool.
Your team knows how to send contracts, create projects, and write welcome emails. That's not the bottleneck.
The problem is that DocuSign sends one notification, Calendly sends another, Jotform sends a third—and you're left digging through email to figure out where each client stands.
And for the things that didn't happen—the intake form nobody completed, the assets nobody uploaded—there's no notification at all. Just silence.
ClientKickoff replaces the email digging with one dashboard. It fires the onboarding sequence when Stripe confirms payment, then tracks every step in one place—including the ones that didn't happen yet.
Your team keeps using the tools they already have. ClientKickoff connects them into one automated sequence.
Logging into DocuSign, Asana, Slack, Gmail. Checking if clients completed their intake. Following up on missing assets. That's $1,000+ a month in labor.
But the real return isn't the time. It's the clients who stay because nothing slipped through the cracks in week one.
They leave because small things slipped in the first few weeks. An intake form that wasn't followed up on. Assets that weren't requested until week 3. A kickoff call that got scheduled late.
That's the direct line between "team digging through emails" and "client decides to cancel."
No per-client fees. No seat limits. One flat rate that scales with you.
Ruth Carpenter built and scaled a service business that generated $9.7M in cash collected with a team of 16.
She also worked inside a $2M agency and saw the same problem from the team's side—scattered tools, manual tracking, and clients slipping through the cracks.
Connect your tools. Fire a test kickoff in under 5 minutes. See every client's onboarding progress in one place.