Setup: Needs setup
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Who it's for

Coaches and consultants who lose time sending forms, contracts and invoices after a client says yes.

What it does

Takes in the new client's form and makes their client record
Sends the contract to sign, then the invoice once signed
Sets up the project once paid, before your kickoff call

Proof

Maker's claimThe company that makes it says so

“What took 4 people and 3 tools now runs as one sequence”

Milo WorksDate not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

Help me map every step from the moment a client says yes to our first kickoff call. My business: [WHAT YOU DO]. Right now after a yes I: [LIST YOUR STEPS, e.g. send intake form, send contract, send invoice, set up folder, book call]. Please: 1) put my steps in the best order in a table with who does each one and what starts the next step, 2) point out where clients wait the longest, 3) write a short email for each step (form, contract, invoice, welcome) with [CLIENT NAME] placeholders, and 4) list what I should prepare so the kickoff call stays personal. Use plain words.