I will fix embarrassing client onboarding with automation


About this gig
Everything is scattered across apps, DMs, and spreadsheets.
If your client onboarding experience feels like you're flying by the seat of your pants, you're not failing at sales. You're stuck in a broken handoff.
I've worked with founders who said they were just too embarrassed to keep selling. Because they're tired of refunds and credits and tired of letting people down because the process did.
I help ops-heavy service businesses replace chaos with a clear onboarding system: one source of truth, crisp responsibilities, and automation where you actually saves time. not complexity for its own sake. You get concrete next steps (from proposal, payment, workshop docs accounts). Plus an honest tool audit so your stack supports the experience instead of fighting it.
Check the FAQ section below for instant answers about timelines, pricing, and process.
Click the button "Request to Order" to send me a message and see if your business qualifies. Premium service businesses only.
Get to know Kenny Alami
Dashboards, integrations, and ops systems for service businesses
- FromCanada
- Member sinceJul 2022
- Avg. response time4 hours
- Last delivery1 month
Languages
English, French
FAQ
Is this only for agencies and consultancies?
Any service business where the founder is still close to delivery (creative, IT, marketing, professional services) and if handoff is the bottleneck. It's not HR employee onboarding; this is for your customer/client delivery.
Do you implement automations in my tools (Zapier, Make, CRM)?
Yes, where it's the right lever. We start with the workflow and source of truth, then automate handoffs, notifications, and data capture so you're not duct-taping five apps.
What if I'm embarrassed to even show you how bad it is?
That's common. Founders tell me everything is scattered and they feel like they're building the plane as they're flying it. You don't need a perfect process. Just enough honesty to map reality. I reflect the pain back clearly so it feels solvable, not shameful.
How is this different from buying onboarding software?
Software without a clean process often makes tool sprawl worse. I design the operating syste (steps, owners, templates, and handoffs) then align tools and automation to that design.
What do you need from me to start?
Your service offer, current client journey, list of tools, and examples of where it breaks (missed info, delays, rework, refunds). If you're in a standstill, that's enough. We'll prioritize quick wins in week one.
Can you work with my team, not just me?
Yes. Premium includes a workshop so delivery, sales, and ops align on one handoff. Standard gives you a team-ready playbook. Basic is fastest clarity for the owner, with notes on how to roll it out.
What's the outcome I should expect?
You should feel full confidence in the first 7-14 days of a client relationship: what happens, when, and who owns it. Most founders notice fewer fires, less rework, and a calmer team because everything isn't living in random inboxes or in everyone's heads.
