Client Lifecycle Systems

• Lead Intake
  Every new lead enters your CRM with the correct status.

• Follow-Up + Nurture
  AI handles touchpoints until they book a call.

• Proposal → Contract → Onboarding
  Automated handoff so nothing slips through the cracks.

• Client Workspace Creation
  A folder + resources automatically created and shared.

• Kickoff Scheduling
  AI guides clients to book the first meeting instantly.

How it works

• Agents detect when a lead changes state (new → booked → no-show → closed)

• Automations trigger the correct action (follow-up, proposal, welcome email, etc.)

• Every step is tracked in a simplified CRM

• You only show up for calls

Benefit

• A smoother, more professional client experience

• Faster client onboarding

Systems