Client Welcome Sequence
Welcome email, intake/request link, and reminder sequence for new clients.
- Setup from
- £1,500
- Care plan from
- £129/month
- Delivery
- Target: around two weeks once scope and access are ready.
- Care
- Care plan covers monitoring, basic issue checks, and small agreed fixes. Final allowance confirmed in the SOW.
- Scope
- Standard usage limits apply.
- Final scope confirmed in SOW.
Public prices are starting points. Final scope, care allowance, term, volume caps, third-party tool costs, and pricing are confirmed in the SOW.
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.
Read the FAQ for fit, support, and scope details.
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 to consider Pro instead
Lite works when the process is clear and bounded. If the work involves deeper process design, multiple systems, scoring, complex routing, or compliance-heavy workflows, it should be scoped as Pro.
- Full onboarding system
- Conditional workflows
- Compliance-heavy document handling
- Task creation
- Milestone tracking
- Multi-team handoffs
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.