New client set-up and communication system
When a deal closes, the system creates the accounts, builds a personalised hub for each stakeholder, sends the welcome pack, books the kick-off, and keeps every participant informed as the engagement runs. Reminders go out with the right message for how far along each one is. Decisions that need a person get a deadline and a safe fallback, and only one named person holds the buttons that change a date. Built for two survey businesses; the same rails now run their other product lines.
The first five days
Through the engagement
Reminder adjusted to progress









