Between the signature and the first real piece of work there is a fortnight nobody owns: the intake form, the documents you have asked for twice, the kickoff that has not been booked. Kickoffo's free worksheets work that gap from your own numbers, the checklist your steps and documents actually make and the minutes your intake form costs a client, and Kickoffo Pro keeps it: every client, onboarding, step and document against the record, branded and exportable.
Who it is for: Operations and client services leads at US professional services firms, agencies, accounting practices, MSPs and software companies who take on new clients and want the onboarding run the same way every time
Kickoffo Pro is $49 per month for the whole firm, billed monthly.
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