We build the follow-up, booking, payments and onboarding that run on their own, so every lead is answered and every client is welcomed, even on the days you're with clients.
Your business is growing. So is the list of things only you remember.
Maybe a lead waited a week for a reply. Maybe onboarding is a different email every time. Maybe you still find yourself asking:
“Did I ever reply to that inquiry?”
“Where does this client stand right now?”
“Why am I sending the same email again?”
“What happens if I take a week off?”
A systems build answers every one: one place for every lead and client, and the follow-up that happens without you.
Why your business still depends on you remembering everything.
Most founders have two or three of these at once. Here is each one, and how we solve it.
01 / 05
Someone asked about working with you eleven days ago. Nobody replied, and by the time you saw it, they'd booked someone else.
How we solve it
Every form feeds one pipeline with an instant reply and a follow-up that keeps going until they book or say no.
02 / 05
You can't answer "what's close to closing?" without scrolling through your inbox.
How we solve it
One pipeline in MONDAi shows every lead and client, where they stand and what happens next.
03 / 05
The second and third touch happen when you have time, which is rarely.
How we solve it
Follow-up runs on its own, timed to each person's step and written in your voice.
04 / 05
Every new client gets a slightly different first week, and something always gets missed.
How we solve it
One onboarding flow: welcome, agreement, payment, intake and calendar, in order, every time.
05 / 05
Forms here, payments there, your calendar somewhere else, and you copying details between them.
How we solve it
We connect forms, booking, payments and email in one system, and move you off the tools you no longer need.
01
Leads fall through the cracks.
Someone asked about working with you eleven days ago. Nobody replied, and by the time you saw it, they'd booked someone else.
How we solve it
Every form feeds one pipeline with an instant reply and a follow-up that keeps going until they book or say no.
02
You can't see your pipeline.
You can't answer "what's close to closing?" without scrolling through your inbox.
How we solve it
One pipeline in MONDAi shows every lead and client, where they stand and what happens next.
03
Follow-up depends on you.
The second and third touch happen when you have time, which is rarely.
How we solve it
Follow-up runs on its own, timed to each person's step and written in your voice.
04
Onboarding is improvised.
Every new client gets a slightly different first week, and something always gets missed.
How we solve it
One onboarding flow: welcome, agreement, payment, intake and calendar, in order, every time.
05
Your tools don't talk to each other.
Forms here, payments there, your calendar somewhere else, and you copying details between them.
How we solve it
We connect forms, booking, payments and email in one system, and move you off the tools you no longer need.
Watch one lead move through the system.
From the moment someone asks about your work to their first month as a client, without you copying a single detail.
9:02 amForm
9:02 amReply
9:40 amBooked
ThursdayPaid
ThursdayOnboarded
Day 30Check in
Automatic9:02 am · Form
Maya asks about your program
Her details land in your pipeline, tagged by the offer she asked about. Nothing to copy by hand.
9:02 am · FormMaya asks about your programHer details land in your pipeline, tagged by the offer she asked about. Nothing to copy by hand.
9:02 am · ReplyThanks, Maya. Here's what happens next.An instant reply in your voice, with a link to book a time that suits you both.
9:40 am · BookedDiscovery call confirmed for ThursdayReminders go out on their own, and your calendar is never double booked.
Thursday · PaidPayment received: signature programCheckout, agreement and receipt, handled in one step.
Thursday · OnboardedWelcome, Maya. Start here.Intake form, portal access and her first session scheduled, in the same order for every client.
Day 30 · Check inHow is it going so far?A check-in, and a testimonial request when the moment is right.
An example flow. Yours is mapped to how you sell and deliver.
What every systems build includes.
Agencies typically charge $2,500 to $3,800 for a comparable build, with the writing extra. Every build here is written in your voice and handed over with training.
Your pipeline
Every lead and client in one place, by stage.
Stages that match how you sell
Tags by offer and source
Notes and history on every contact
Forms and booking
The front door to your business, connected.
Inquiry and application forms
Booking with reminders
No double bookings
Payments
Checkout that starts the next step on its own.
Checkout and payment plans
Agreements signed at purchase
Receipts sent automatically
Follow-up
The replies that used to depend on your memory.
Instant reply to every inquiry
Follow-up until they decide
Written in your voice
Onboarding
The same thoughtful first week for every client.
Welcome and intake
Portal access
First session scheduled
Dashboard and training
You can see it all, and you know how it works.
A simple dashboard
A recorded walkthrough
Written steps for your team
Is a systems build right for you?
You have clients, and new inquiries every month.
You're tired of being the only one who knows where things stand.
You want one place for leads, clients and payments.
You're willing to move off tools that no longer serve you.
Every build runs on MONDAi, so your pipeline, email and payments live in one place you own.
How it works once you've chosen your build.
Four stages, the same for every build, with your approval before each one begins.
01
Week 0
Map
We map how a lead becomes a client in your business today, and where it leaks.
02
Weeks 1 to 2
Build
Pipeline, forms, booking, payments and follow-up, built in MONDAi and written in your voice.
03
Week 3
Test
We walk every path a lead or client can take, fix what we find, then you test it too.
04
Launch day
Hand over
A recorded walkthrough, written steps for your team, and the keys to everything.
Choose your build.
Both are built in MONDAi and handed over with training. The difference is how much we connect and move for you.
Systems Foundation
For the founder who needs the essentials running.
$2,500
Agencies typically charge $2,500 to $3,800 for a comparable build.
One-time · 50% to begin, the rest at handoff · then $47 a month for MONDAi