Contract Watchdog & Onboarding Guru Services

You did it! You converted a lead into a paying client. You have kicked off the onboarding process and are ready to initiate services. It’s smooth sailing from here, right?

Wrong!

Veteran business owners will tell you that buyer’s remorse (whether immediate or some time down the line) is real and an entrepreneur’s worst nightmare.

So what can you do to make sure you are protected?

Introducing Contract Watchdog & Onboarding Guru Services—your business’s new best friend.

Imagine a world where payments flow in like a well-timed symphony and your clients glide through the onboarding process with ease and grace. Sounds dreamy, right?

Let’s make this dream a reality. Gone are the days of trying to remember if a contract was signed or finding out month’s later that a client hasn’t paid even though services have been rendered. Let your only worry be showing up to your appointments on time. No more chasing down contracts, hounding clients for payments, and playing a fun game of tug or war with policy and procedures.

Put an end to the onboarding tango!

While our Onboarding and Contract Watchdog services sounds admin in nature, it is actually comprised of workflows, automations, and electronic alerts.

What we do:

• Automate your onboarding workflow as much as possible to minimize manual processes. This would include either integrating programs directly or using third party programs such as Zapier.
• Create alerts within your automations to notify us when payments are not processed.
• Alert clients/customers of payment issues with a link to update information.
• Process outstanding payments on your behalf to ensure payments are up to date.
• Track new purchases to ensure contracts are sent. Setting up reminders and sending manual email follow-ups for outstanding signatures.
• Download and store contracts on your drive for each access.
• Upload new or update contracts within your contract processing software (DocuSign, HelloSign, Signaturely, etc) to ensure terms and conditions are always up to date.
• Keep you “in the know” so you are not rendering services for clients who have not paid or have not signed their contracts.
• Provide guidance/strategies for best practices with onboarding.

What we don’t do:

• Hop on the phone to grab credit card numbers or collect them via email or communication apps (that is against PCI Compliance regulations and a HUGE liability risk!)
• Call clients to remind them of payments, outstanding contracts, or missing items – all communications take place via email for tracking purposes.

We will be:

• Contract Vigilant: Our eagle-eyed watchdogs ensure they’re completed, signed, and sealed without you lifting a finger.
• On Payment Patrol: Cashflow hiccups? Not on our watch. We monitor payments with the tenacity of a detective, keeping those dollars rolling in smoothly.
• Peace of Mind Champions: With carefully crafted automations, notification alerts, and manual audits – you can rest assured your business is being cared for and protected.

Why Consider This Service?

To be honest? You have better things to do with your time!

You didn’t start your business to play contract tag or become a bill collector. You’re here to innovate, inspire, and lead. So, let us handle the checks and balances while you focus on what you do best—being the visionary entrepreneur that you are.

Ready to get started?

You are in luck! Our Contract Watchdog and Onboarding Guru Services are just one more thing we offer with our Pay As You Go or Flex Support Services. No need to purchase this separately or “add it on”. Let’s make your business the well-oiled machine it’s meant to be!

Photo by Pavel Danilyuk