Client Welcome Sequence
Welcome email, intake/request link, and reminder sequence for new clients.
- From setup
- £1,500
- From monthly support
- £399
- Delivery
- Target: around two weeks once scope and access are ready.
Public prices are starting points. Final scope and pricing depend on tools, prerequisites, volume, and exclusions.
A fixed-scope product for one clear bottleneck.
Give new clients a clear welcome, request link, reminders, and completion notification.
The repeated work
New clients can get an uneven start when welcome messages, intake requests, and reminders depend on manual follow-up.
What DejaDo builds
A bounded welcome sequence triggered from deal won, payment, or contract signed, with one request link, up to two reminders, and an internal completion notification.
What changes
New clients receive a clearer start while the team gets fewer repeated setup chases.
What is included, and what is not.
Lite works because the edges are clear. Each product is tailored to existing tools inside agreed rails, with exclusions that keep the build practical.
Included
- Trigger from deal won, payment, or contract signed
- Welcome email
- One intake or document request link
- Up to two reminders and an internal completion notification
Not included
- Project management setup
- Task assignment
- Milestone tracking
- Conditional onboarding paths or compliance document workflows
When this Lite system makes sense.
The best Lite projects start with a repeated bottleneck the business can already name.
Good fit
- Businesses with a simple new-client welcome and request flow.
- Teams that know what information they need before work starts.
- Owners who want a smoother first step after a client says yes.
Not a fit
- Businesses needing a full onboarding system.
- Teams needing task, milestone, or project setup automation.
- Compliance-heavy onboarding across multiple departments.
Ready to fix this bottleneck?
Tell us what tools you already use and where the repetition is. We'll confirm whether this Lite system fits before anything is built.