Standard build
/single-build2-week timeline
Single Build
$2,000
Built, documented, handed over. All 6 checklist items above included. Runs on your tools, owned by you.
First impressions,
automated and on point.
Welcome emails, contract auto-send, kickoff scheduling, asset collection, and team handoff — all firing the second a client signs. So nobody falls into limbo.
/the problem
The 48 hours after someone signs is when you either keep them or lose them.
63%
of clients judge a relationship by the onboarding experience.
5×
higher churn for clients who don't hit a defined kickoff in week one.
11
the average number of touchpoints needed in a polished onboarding.
Source: Wyzowl Onboarding Report · Gainsight Customer Success Index
/the guide
Built by people who've dropped the ball themselves.
Every owner has had that moment: a client signed, then heard nothing for three days because something fell through. We build the onboarding sequence that runs the second the contract's signed — welcome, kickoff, assets, handoff — so the bar gets set right.
→Part of Automation Workflows.
/the plan
Three steps to onboarding
that wows.
- 01
Book the audit.
30 minutes. We walk through your current onboarding (or absence of one) end-to-end.
- 02
Get your onboarding map.
Touchpoint sequence, asset collection plan, internal handoffs. Yours to keep.
- 03
We build it.
Live in 2 weeks. Sign → welcome → kickoff → handoff, all automatic.
/what's included
What we build for you.
Every line item below is part of the standard build. No upsells, no surprise add-ons.
- 01Welcome email sequence triggered the second a contract is signed.
- 02Auto-sent contracts and statements of work with e-signature routing.
- 03Calendar booking link for kickoff with smart routing to the right person.
- 04Asset collection workflow: forms, brand assets, logins — chased automatically.
- 05Internal team notifications: Slack/Teams alerts with full client context.
- 06Kickoff prep doc auto-generated from intake responses.
/the workflow
Contract signed to
kickoff complete.
- 00TRIGGER
Contract Signed
E-sign trigger fires from HelloSign/DocuSign.
→ - 01+1m
Welcome Email
Personalized intro sent within 60 seconds.
→ - 02+2m
Kickoff Link Sent
Calendar link routed to the right team member.
→ - 03+5m
Asset Request
Intake form sent for brand assets, logins, info.
→ - 04+1m
Team Alerted
Slack/Teams notification with full client context.
→ - 05+2d
Reminder Loop
Outstanding assets chased automatically.
→ - ✓RESULT
Kickoff Held
Prep doc generated, team ready, client wowed.
→
→ Contract signed to kickoff held in 5 business days — fully automated, fully on-brand.
/what changes
What changes
in the first month.
01
No client ever sits in limbo wondering if they're forgotten.
02
Kickoff calls happen on schedule, with everything you need ready.
03
Your team stops scrambling for intake info during the call.
04
Onboarding becomes a sales asset — clients tell friends.
/investment
What it costs to wing it.
Every clunky onboarding is a refund risk, a referral you didn't earn, and a churn flag the client will remember at renewal. Fixing this once removes a category of problems permanently.
→We're not in the fear business. But the math is the math.
/+ retainerOptional
Pebble Growth Retainer
$1,497/mo
Ongoing tuning, new client-type variants, A/B testing welcome sequences, and net-new automations.
/questions
Things buyers
ask first.
Don't see yours? Ask on the audit call.
Does it work for service businesses and SaaS?
Both. We've built onboarding flows for agencies, consultants, contractors, SaaS apps, and coaching practices. The pattern is the same: contract signed → welcome → kickoff → asset collection → handoff. The specifics adapt to your business.
What e-signature tool do you use?
Whatever you use. HelloSign, DocuSign, PandaDoc, and Adobe Sign all work. If you don't have one yet, we usually recommend HelloSign for simple service work or PandaDoc if you need proposals + contracts in one tool.
Can it handle different client types?
Yes. We build branching logic so a "starter" client gets one sequence, a "premium" client gets another, with different kickoff calls, asset requests, and team assignments per track.
What if a client doesn't fill out the intake?
The system chases them. Polite reminders go out at 2 days, 4 days, and 7 days. If they still haven't responded, your team gets a Slack ping to make a personal call. Nothing slips through.
How does it know who on my team to assign?
Routing rules — by service type, geography, capacity, or round-robin. We map this in the onboarding plan during the audit so the system always assigns the right person.
Let's make onboarding
the best part.
30 minutes. No pitch. You'll leave with an onboarding map whether we build it or not.
→hello@pebblemedia.co→Idaho Falls, ID