How it goes now
- Copy the last agreement and find-and-replace the names
- Create folders, add the client somewhere, set up billing
- Write a welcome email from scratch
- Schedule the kickoff across three messages
How it goes with IniDeck
- Agreement drafted from your terms with this engagement's specifics
- Client record, files and billing profile prepared together
- Welcome message drafted in your voice, waiting for approval
- Kickoff proposed against your real availability
Step by step
- STEP 01The client says yes
By email, message or an approved quote — however it happens.
- STEP 02The engagement is prepared
Agreement, record, billing and their portal, together.
- STEP 03You review once
One approval covers what goes to the client.
- STEP 04Work starts
With the first invoice already raised if that is how you bill.
Who this is for: Consultants, agencies and professional practices.
Stop doing the admin.
About ten minutes to set up. It starts working the same day.