Service businesses · Scheduling & internal operations
New client onboarding runs itself after the signature
The signed engagement letter starts the checklist for that client type: authorisation forms, folder structure, accesses, the kick-off meeting and the welcome pack. Each step is assigned, chased and ticked off, so the first month does not depend on who remembers what.
- Avg. time saved
- 3–6 h/week· ≈ 19 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
New client onboarding runs itself after the signature: The signed engagement letter starts the checklist for that client type: authorisation forms, folder structure, accesses, the kick-off meeting and the welcome pack. It typically gives back 3–6 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
Signed: bookkeeping engagement for a 12-person Kft, start on the 1st
The AI
- Creates 14 tasks from the Kft template: tax-authority authorisation, payroll data, bank access, handover from the previous accountant
Comes back
Welcome email to the client with the 5 things they must send; 11 of 14 tasks done by the 1st, the 3 open ones on the manager's Monday list
Similar solutions
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- 'No-show killer' with dynamic waitlist refillAsks for interactive SMS confirmation 24 hours ahead; on cancellation it notifies the waitlist and fills the slot within 10 minutes.4–8 h/week
- Route-optimised geographic bookingGroups Buda and Pest addresses onto separate days from map data for field professionals, ending needless hours in traffic.8–12 h/week
- Tomorrow's schedule briefed to every colleague at 18:00Each technician, stylist or consultant gets one evening message: tomorrow's appointments in order, addresses, client notes, parts or files to bring, and what changed since the morning.2–4 h/week
Related terms
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