Smarter Week

How to automate it

How to automate “set up a new client: folders, access, kickoff and billing”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

120 min
typically, once a month
60%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Trigger new-client setup automatically when the proposal is signed

A signed proposal or engagement letter can create the project, folders, chat channel, billing schedule and kickoff tasks in one go.

Typically saves about 60% of the time2 h to set up
  1. 1Write your new-client setup checklist.
  2. 2Use your proposal or practice tool's native integrations, or a Zapier, Make or Power Automate flow triggered by "signed".
  3. 3Have it create the project from a template, the client folder, a Slack or Teams channel, and the billing record.
  4. 4Send the welcome email and kickoff booking link automatically.

Tools: Zapier · Make · Power Automate · Karbon, TaxDome or Clio · Asana, Monday or Teamwork

Quick wins

Have you tried…

Does a signed proposal automatically set up the new client project, folders and billing?
An automation in Zapier, Make, Power Automate or your practice tool can create everything a new client needs the moment they sign, so nobody does it by hand.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency Account / Client Manager

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Other common tasks for Agency Account / Client Managers