Business Client Deep Onboarding
Extended onboarding for business clients: entity info, accounting software access, bank feeds, payroll review, prior-yea
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Extended onboarding for business clients: entity info, accounting software access, bank feeds, payroll review, prior-year statements, and team introduction.
How It Works
1
Business Signed
Business engagement completed
2
Welcome Package
Team intro, service overview, timeline
3
Create Business Record
Entity type, EIN, state, industry, revenue range, employees
4
Entity Questionnaire
Ownership, contacts, software, banking, insurance
5
Software Access Request
QuickBooks/Xero access + bank feeds
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.