Client onboarding flows
A signed contract triggers folders, access, intake forms, and kickoff tasks across your stack — provisioned identically every time.
Lelixlab audits, fixes, and builds the automations your agency runs on — client onboarding, reporting, and deliverable handoffs — wiring your tools together so the same team ships more work, reliably.
Every new client kicks off the same copy-paste of intake forms, folders, access, and kickoff tasks — done by hand, differently each time.
Pulling numbers from ad platforms, analytics, and CRMs into client decks every month is hours of skilled time that could be spent on the work.
Briefs, assets, and statuses live in disconnected apps, so data is re-keyed by hand and handoffs slip through the cracks.
A signed contract triggers folders, access, intake forms, and kickoff tasks across your stack — provisioned identically every time.
Pulls metrics from ad platforms, analytics, and CRMs into branded, on-schedule reports — no manual export-and-paste.
Routes assets through approvals and to the next owner the moment a stage completes, with status synced across every tool.
Once onboarding and reporting run themselves, the same engineering connects the rest of your delivery stack and keeps it reliable. A few we build for agencies:
Keeps your PM tool, CRM, and finance systems in lockstep with webhooks and APIs, so a change in one is reflected everywhere.
Hardens flaky automations with retries and alerts, so a failed run pages you instead of silently breaking a client deliverable.
Connects LLM APIs to real systems — drafting briefs, summarizing calls, tagging tickets — with documentation so the team can actually run it.
Book a call — we'll audit where your workflows break or eat hours and map the automations that would fix it.