Remove paperwork and admin from your onboarding process — once and for all.

From the moment a client inquires to the moment they sign and pay, everything should happen automatically.

No chasing. No reminders. No manual follow-up living in your head.

This is a done-for-you intake automation setup that quietly handles the admin so you don’t have to.

If onboarding clients feels heavier than it should…

You might recognize this:

You respond to inquiries, but everything after that feels manual
Contracts and invoices are sent late or followed up on awkwardly
You’re keeping track of who paid, who didn’t, and who needs a reminder
Admin tasks are scattered across emails, notes, and memory

This isn’t a discipline issue.
It’s an automation gap.

The Client Intake Automation Setup

We install one complete automated intake workflow that moves your clients from:

Inquiry → Contract → Invoice → Payment → Confirmation

…without you touching paperwork or following up manually.

Once it’s in place, the process runs quietly in the background — exactly the way it should.

What’s included:

A review of your current intake and onboarding process and setup of one fully automated client intake workflow. This is a one-time install designed to remove admin — not add more to your plate.

Who this is for

This setup is a good fit if you:

Are already operating your business (not brand new)
Want admin handled quietly, not explained
Prefer done-for-you support over coaching
Use 17hats or a similar, straightforward CRM
Want fewer decisions and less follow-up in your day

What this is not

To be clear, this setup does not include:

Discovery calls or consultations
Coaching, training, or teaching
Complex CRMs (HubSpot, Keap, etc.)

This is intentional. Clear scope creates clean results.

Who this is not for

This may not be a fit if you:

Want to learn how to build systems yourself
Need strategy coaching or business guidance
Are looking for ongoing, high-touch support
Use complex enterprise CRMs

I keep this offer focused so it works — for both of us.

Read for your Client Intake Automation Setup?

How the process works:

You submit a short intake request
We review your information to confirm fit
If approved, you’ll receive next steps and a payment link
We complete the setup behind the scenes
You receive confirmation and a brief support window for refinements

No calls. No pressure. No back-and-forth.

The result:

Clients move through onboarding without friction
Paperwork and payments stop living in your head
Admin runs quietly in the background
You get time, clarity, and mental space back

This is about relief, not complexity.

The Systems Suite helped me develop my systems and rehab my brand. Investing in them was by far my more prized investment thus far this year.

I implemented 75% of my new business systems in one session...

"Completely Amazing. The work ethic is above and beyond Professional Quality... the willingness to stop, help teach, train, motivate. I can go on and on but you see it in everything this business provides. Not only do they help you, they project the services they provide done the right way..... I highly recommend. Trust, you want to hear what they have to say."

"I have been implementing the tips that you gave me, and I am attracting more customers from different areas! Thank you so much for your help!"

"Everything about Tiff Is professional! The output, the results from gathered information shared and to top it all off a contagious smile! You can not loose with the advice of a perfectionist in business! I thank you for your advice, books and creativity as it has all helped me and my businesses achieve greatness!"

If you’re ready to remove manual admin from your client intake process, you can request the setup below.

Request the Client Intake Automation Setup

Once your request is reviewed, you’ll receive clear next steps.

Real businesses with real wins. See how we’ve helped entrepreneurs systemize, streamline, and scale with smart marketing and seamless operations.

"How I Stopped Losing $216,000 in Unpaid Time"

For years, I ran my business the way I always had—allowing clients to book time without requiring payment upfront. I thought I was providing flexibility, but in reality, I was giving away valuable time that should have been generating revenue. It wasn’t until I implemented a Book & Pay system that I truly understood how much money I had been leaving on the table.

I took a step back and ran the numbers. Just four 15-minute sessions a day added up to an hour of unpaid time. At my hourly rate of $150, that meant I was losing $150 a day. Over the course of a week, that totaled $750. In a month, it was $3,000. By the end of the year, I had missed out on $36,000. When I calculated what that meant over six years, I realized I had given away $216,000—all because I wasn’t requiring payment at the time of booking.

This shift in my business model was eye-opening. By setting clear boundaries and ensuring that every session was paid in advance, I regained control over my time and my income. Now, every minute I spend working is accounted for, and my business is finally operating at the level it should be.

If you’re still operating without a clear payment structure, I encourage you to take a closer look at the numbers. You may be losing more than you think.

-Shared by Successful Client, Shandra Stringer of Grassroots Consulting

Our clients reclaim an average of 21 hours per week. How would it feel to have more time back?

8/10 of our clients experience the impact of our results within 7 business days

83% of small businesses report a positive return on investment after implementing CRM solutions.