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Service

Customer onboarding and client update support

New clients welcomed properly, updates sent, nobody left wondering what is happening.

What we handle

  • Welcome emails and onboarding packs
  • Collecting details, documents and signatures
  • Setting up client records
  • Sending regular progress updates
  • Checking in at agreed milestones
  • After-sales follow-up
  • Flagging unhappy clients early so you can fix it

Who this suits

Anyone whose new client experience is "here is an invoice, good luck". Service businesses with multi-week projects. Anyone losing repeat work to silence.

What changes

New clients feel looked after from day one. Fewer "any update?" emails. Fewer complaints that could have been caught early. More repeat work from clients who felt remembered.

How it fits your tools

We work from your CRM, project tool, or a simple shared document. You set the milestones and the update cadence. We send them on time.

What it costs

From £20 per hour on our 40-hour monthly package. Smaller retainers and pay as you go available — see pricing.

Send a short note and we will come back the same working day.

Arrange a call today

Common questions

FAQs

What does customer onboarding include?

Welcome emails, onboarding packs, collecting details and documents, setting up client records, and sending regular progress updates. Your new clients feel looked after from day one.

Can you send progress updates?

Yes. We send updates at agreed milestones, so clients are not left wondering what's happening. Fewer "any update?" emails for you.

How much does onboarding support cost?

Onboarding support is included in all packages. Starter is £300/month for 10 hours. Growth is £500/month for 20 hours. Pay as you go is £40/hour.

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