Engagement Letter-to-Kickoff Automation
A done-for-you professional services automation built for the Practice Manager, connecting QuickBooks, DocuSign, and Google Calendar so the work below happens on its own.
What this automation does, step by step
Once a client signs their engagement letter, this automation automatically creates the client's folder structure, schedules the kickoff call, sends a welcome email outlining what to expect and by when, and adds every recurring deadline tied to the engagement, quarterly filings, review dates, to the shared team calendar.
New engagements stop starting with a manual setup checklist that varies depending on who's handling it that week.
- Karbon or QuickBooks Online
- DocuSign or PandaDoc
- Zapier or Make.com
- Google Calendar
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a practice manager has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
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