The moment a deal closes, TRIVOX fires the intake form, drafts the e-sign contract, sends the deposit invoice, delivers a personal welcome and books the kickoff call. Zero manual steps, nothing slips. Press run.
Steps automated
0 / 5
Time to live
3 days
Deposit collected
$0
Drop-off risk
High
Onboarding pipeline
per client
MH
Marcus Holloway
Holloway Advisory Group · AI workflow automation
$5,200
project · CAD
📋
Intake form sent
Branded form delivered to client email
Pending
+0.0s
📄
Contract generated
E-sign agreement drafted and dispatched
Pending
+0.0s
💳
Deposit invoice sent
50% deposit via Stripe, auto-numbered
Pending
+0.0s
👋
Welcome email delivered
Personalized welcome plus next steps
Pending
+0.0s
📅
Kickoff call booked
Cal.com invite, slot auto-selected
Pending
+0.0s
Live status
workflow
0%
Waiting for trigger
Client live in 4 min
⚡
Trigger
Deal marked won in CRM
🔁
Orchestration
5 systems fired in sequence
✅
Handoff
Delivery team notified, no gaps
Every step logged. Nothing waits on a human to remember.
The impact
From signed deal to live client in minutes, with the deposit already collected.
Contract, invoice, welcome and kickoff fire the moment a deal closes, so new clients never stall in the gap before delivery.
Typical projectionProfessional services · industry benchmark
Time from signed to live
3 days→4 min
▲ same-minute kickoff
Deposits collected up front
62%→96%
▲ paid before work starts
Admin per new client
90 min→0 min
▲ zero manual steps
Clients fully onboarded per month
▲ +120%Last 90 days
Before With TRIVOX
Projection, not a guaranteed result. Typical estimated range for businesses in this sector based on typical volume. Individual results vary. Shown as system capability, not a specific client case.
