Client Kickoff System
Turn signed contracts into kicked-off engagements. Without chasing anyone.
Close the "signed → shipped" gap. New clients land in week 1 with zero manual handoff from you.
[What this does]
What Client Kickoff System does for you
- ›Stripe payment hits → welcome email + intake form + kickoff calendar invite go out inside 10 minutes.
- ›Intake chase runs without you: 24h / 72h / day 5 escalation if they ghost.
- ›Kickoff call prep brief lands in your inbox 60 minutes before the call. One page. Everything you need.
[Who it's for]
Good fit
Coaches and consultants running $3K–$20K engagements where week 1 decides the whole relationship — and currently eats 6 manual handoffs per client.
Not for you if
Your onboarding is a SaaS self-serve flow. This pack is built for high-touch service relationships.
[Inside the pack]
New-Client Kickoff Sequence
On payment confirmed: drafts welcome email, intake form link, scheduling invite. Goes out after your approval.
Intake Form Chase
24h + 72h + day-5 reminders. Escalates to you on day 5 if still silent.
Kickoff Prep Brief
60 minutes before the call: reads the intake, synthesizes a 1-page client-context brief.
Onboarding Complete Signal
Once intake + kickoff call + first deliverable are done, fires the "engagement live" signal to trigger your delivery standing orders.
Department
Delivery
[Example flows]
The clean onboarding
Client pays at 9:14pm. By 9:24pm your approval queue has the welcome email + intake + kickoff invite. You approve from your phone. Client has everything before bed. Kickoff happens Thursday. You show up prepared.
The ghoster
Client pays but doesn't fill the intake. Day 5, Consigliere pings you: "they've gone silent — here's the escalation email draft." You approve. They respond in 4 hours with the form filled.
[Setup — 3 steps]
- 01
Sign up for BossMode
Free account. No credit card required.
- 02
Install the pack
One command in your agent. BossMode seeds the standing orders automatically.
- 03
Activate your slot
Review the seeded orders, confirm your settings, and let the agent run.
[Pricing]
Coming soon. Launching at $197 one-time. Waitlist: $147 early-bird.
[Notify me]
Be first when Client Kickoff System launches.
Drop your email and we'll reach out the day it goes live.
[FAQ]
Common questions about Client Kickoff System
- Does this work with Stripe?
- Yes. Stripe is the default trigger. Connect your Stripe account and the pack listens for successful checkout events.
- What if I don't use Stripe?
- Any payment webhook (PayPal, Square, Teachable, Kajabi) can trigger the sequence. Point us at the webhook and we'll wire it.
- Can I customize the welcome email?
- Yes. The pack ships with a template in the BossMode "default professional" voice. Swap in yours from Settings → Templates.
- When does it ship?
- Coming soon — join the waitlist below. Early-access list gets first install + 30% off the launch price.
- What about clients outside Stripe — like referrals or manual invoicing?
- Trigger the sequence manually from the BossMode app: "new client: [name] [email]." Pack takes it from there.
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