New client: Bay Dental
- Welcome email sent
- Client folder created
- Added to Xero
- Kick-off call booked
Save time
If you do the same steps again and again, we can make them happen by themselves.
New client: Bay Dental
In simple words
Think of it like a row of dominoes. You knock the first one, the rest happen on their own.
What it does
We spot the tasks you do over and over.
Each step happens by itself, in the right order.
Big decisions still come to you.
Real examples
Welcome email, folder, Xero contact and kick-off call, all done in seconds.
Invoice sent, review requested and job closed off.
Accounts, forms and training sent without a checklist.
Questions
Anything with clear, repeated steps. If you can write it as a checklist, we can probably automate it.
Usually not. We connect the apps you already use.
We get alerted and fix it. That's part of looking after it.
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