You just signed a new client.
You already know what comes next.

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.

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This is what your team is working with right now.

Four new clients this month. The status of each one is buried in a different tool.

BEFORE
Your inbox this week4 unread
DocuSign: Greenline Studios signed the contract
Mon 9:14am
Calendly: New booking: Apex Creative kickoff call
Mon 2:30pm
Jotform: New submission: Client Intake Form
Tue 11:02am
DocuSign: Reminder: Birch & Co hasn't signed yet
Tue 3:45pm
Gmail: Re: Welcome! Next steps for your project
Wed 8:22am
Jotform: New submission: Client Intake Form
Wed 1:15pm
Slack: DM from Sarah: did Fathom send their assets?
Thu 10:08am
Gmail: Fwd: brand guidelines attached
Thu 4:30pm
Now piece together which of your 4 new clients completed what.
AFTER
ClientKickoff DashboardAll 4 clients, one view
ClientDayContractIntakeAssetsKickoffStatus
Greenline Studios5Complete
Apex Creative Co3On Track
Birch & Co4overdueoverdueoverdueAt Risk
Fathom Digital2On Track
⚠ Birch & Co: contract unsigned for 4 days — auto-reminder sent
The problem isn't the tasks

Every tool sends its own notification. No tool shows you the full picture.

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.

What happens when someone pays

Stripe confirms payment. Everything else fires without your team touching it.

Your team keeps using the tools they already have. ClientKickoff connects them into one automated sequence.

01
Contract sends automatically
DocuSign agreement goes out with client name, amount, and terms pre-filled.
DocuSign
02
Project goes live
Created from your template in Asana or Monday with client name and due dates set.
Asana / Monday
03
Team knows instantly
Slack notification with client name, amount paid, and link to the new project.
Slack
04
Client gets a timed welcome sequence
Not one email. A sequence. Spaced out. Intake form on day 2, asset request on day 3.
Email
05
Everything is tracked in one place
Contract signed? Intake done? Assets uploaded? One dashboard, one view.
ClientKickoff
What you can't do with email and templates

Your team can send everything. They can't see everything.

One view across all active clients
Instead of digging through email, see every client's onboarding status in one dashboard.
Alerts for things that didn't happen
Tools notify you when something happens. ClientKickoff alerts you when something doesn't.
Auto-reminders your team doesn't send
Day 3, intake not done? Auto-reminder. Day 4, still nothing? Another one. No manual chasing.
Every new client, same experience
When onboarding depends on who's available, quality varies. Automation makes it consistent.
The cost of doing it the old way

Your team spends 5+ hours a week on onboarding admin across scattered tools.

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.

5+ hrs
per week in team onboarding admin
$297
per month for ClientKickoff

But the real return isn't the time. It's the clients who stay because nothing slipped through the cracks in week one.

Why this matters for retention

The clients you lose in the first 90 days don't leave because the work is bad.

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."

43%
of B2B clients churn
in the first 90 days
63%
factor onboarding
into whether they stay
40%
higher retention
with structured onboarding
32%
annual churn
agencies 5–15 people
Sources: Moxo 2026 Report · Userpilot · Wyzowl · Focus Digital 2026 Agency Churn Study
Connects with tools you already use
Stripe
PayPal
DocuSign
DropboxSign
SignWell
Asana
Monday
ClickUp
Notion
Trello
Slack
Gmail
Outlook
Pricing

One price. Unlimited clients.

No per-client fees. No seat limits. One flat rate that scales with you.

START HERE
ClientKickoff
$297/mo
Automate onboarding for every new client
Stripe/PayPal payment triggers the full sequence
Contract via DocuSign/DropboxSign/SignWell auto-sent
Project created in Asana/Monday/ClickUp/Notion/Trello
Slack notifies the team instantly
Timed email welcome sequence
Intake form + asset collection
At-risk alerts + auto-reminders
One dashboard for all clients
Start 14-Day Free Trial
No credit card required
ADD NEXT
Two Systems
$497/mo
ClientKickoff + ClientClose
Everything in ClientKickoff
ClientClose: track every inquiry from first touch to signed contract
Lead capture + follow-up sequences
Pipeline visibility across team
FULL SUITE
All 7 Systems
$997/mo
The complete Founder Command System
ClientClose + ClientKickoff + ClientDeliver + ClientKeep + ClientProfit + CashFlowCommand + TrialCommand

Built by someone who lived on both sides of this problem.

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.

$9.7M
Cash collected
16
Team members at peak
7
Systems built

Your team shouldn't need to dig through emails to know where a new client stands.

Connect your tools. Fire a test kickoff in under 5 minutes. See every client's onboarding progress in one place.

ClientKickoff
Built by Ruth Carpenter · Work With Ruth
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