Stop manually creating intake forms, folders, and checklists for every new client. This high-difficulty automation system handles the busywork while keeping you in control—every external message requires your approval before it goes out.

Perfect for agencies juggling multiple client launches. Set it up once, then watch it work across your entire pipeline with the confidence that nothing goes out without your sign-off.

• Automated intake form collection
• Instant project folder and file structure creation
• Automatic task generation from client info
• Welcome email draft (you approve before sending)
• Interactive onboarding checklist template
• Human approval gate on all external messages