Flawless onboarding, retained clients and more revenue per closed project
For consultants who already close well and want every new client to have a professional onboarding experience, stay satisfied during the project and generate more business when it ends.
+20%
Revenue from cross-sell
2–3
Automatic testimonials/month
0
Clients lost from missing check-ins
0 min
Onboarding preparation
The problem this level solves
A consultant with the Complete system no longer loses proposals from lack of follow-up. But once the client is closed, the previous system ends. What happens after — onboarding, project execution, client satisfaction — is still manual and chaotic.
This level automates project life: the new client receives professional onboarding without the consultant having to prepare anything, satisfaction is monitored during the project and additional business is generated at completion.
68%
of consultants don't have a standardized onboarding process
0
satisfaction check-ins most consultants do during the project
< 10%
of closed projects automatically generate a second project
What gets added to the Complete level
Six capabilities focused on the client experience during and after the project — automatically generating retention, testimonials and new projects.
Includes everything from the Proactive level, plus:
Meeting confirmation, pre-meeting questionnaire, proposal follow-up sequence (6 messages in 20 days) and automatic CRM updates.
Automated client onboarding
When a project closes, the client automatically receives: welcome email, list of required documents and link to the kickoff meeting.
Automatic monthly check-ins
During the active project, the client receives a brief satisfaction form every month. Without the consultant having to remember it.
At-risk client alert
If the monthly check-in detects low satisfaction (NPS < 7), the consultant receives an immediate alert to act before losing the client.
Testimonial request at close
When the project ends, the system automatically sends a testimonial or case study request. With a format template included.
Automatic post-project cross-sell
30 days after closing a project, the system contacts the client with the related next service in a natural, non-invasive way.
Monthly pipeline report
Automatic summary with sent proposals, closing rate, active projects and monthly recurring revenue.
Expected result
+20%
additional revenue from automatic post-project cross-sell
0
clients lost from lack of follow-up during the project
2–3
new testimonials per month without asking manually
What we automate exactly
Every closed project should open the next one
Book a free consultation and we'll design together your retention and account expansion system.
I want this level for my consulting practiceOther levels for consulting & services