Client onboarding
AvailableProposal to first month without a missed step: intake forms, engagement letters, access and kickoff.
The busywork of running a business, neatly ready.
NeatlyReady builds ready-made systems, templates and AI assistants for the jobs every small business repeats: onboarding clients, chasing paperwork, following up invoices and answering the inbox. Use ours, or learn to build your own.
Free guides and checklists. Templates are a one-time price, no subscription.
Ready-made solutions for the jobs every business repeats
Each area comes with free guides to do it yourself, and ready-made systems when you'd rather not build it.
Documents & paperwork
AvailableKnow what every client still owes you, and send one tidy reminder instead of ten scattered emails.
AI assistants & automation
Free guidesBots that draft emails, qualify leads and prepare reports, with a person approving everything that goes out.
Invoices & payments
Coming soonOverdue invoices listed every week with a polite reminder ready, so money stops slipping.
Leads & follow-ups
Coming soonEvery enquiry answered the same day and every stalled deal followed up, without a sticky-note system.
Processes & SOPs
Coming soonThe way your business does things, written down once so anyone (or any bot) can follow it.
Tech & IT setup
Coming soonEmail, devices, accounts and security set up properly for a small team, with a checklist you can keep.
Built around how your kind of business works
We start with one type of business at a time and go deep: its checklists, its software, its busy seasons.
- Tax & accounting firmsGuides, free checklist and the onboarding tracker.Available
- AgenciesClient onboarding, approvals and reporting.Coming soon
- Virtual assistants & freelancersClients, hours and invoices in one place.Coming soon
- Local service businessesBookings, quotes, reviews and follow-ups.Coming soon
- Online shopsOrders, customer emails and product listings.Coming soon
Featured system
Client Onboarding & Document Tracker
One Google Sheet that onboards clients step by step, tracks every document they owe each month, flags what's late and writes the reminder for you.
Chase list
Bank statement (Sep)18 days
Sales report (Sep)9 days
Payroll report (Sep)Received
Learn to run it yourself
Free, practical guides written from real work, and a blog on where AI and automation are taking small businesses.
Tax & accounting firms
Onboarding, collecting documents, tax-season planning, catch-up work, pricing and AI in the practice.
Open the hubAI for business
Everyday uses by business type, prompts you can copy, automations and the safety rules that matter.
Open the hubBlog
Deep-dives on AI assistants, automation and running a modern small business.
Read the blog- BlogHow to register A2P 10DLC in GoHighLevel, step by step (and fix rejections)Register your A2P 10DLC brand and campaign in GoHighLevel the first time: required details, website rules, sample messages, current fees and rejection fixes.
- BlogHow an AI assistant for accounting firms runs your daily work, step by stepHow accounting firms connect AI bots like Grok Bot to their CRM, email, calendar and accounting software to handle leads, onboarding and follow-ups.
- BlogGoHighLevel for accountants: the setup that actually helps a firmHow accounting and bookkeeping firms can use GoHighLevel for leads, onboarding, document chasing and reviews: what to build first, real costs, limits and alternatives.
- BlogWhat is Grok Bot, and how to set it up for a small businessGrok Bot gives each AI assistant a cloud computer to work in your real tools. What it does, plans, step-by-step setup, safe permissions and first routines.
Start with something free
The document request checklist we use to know what to ask each client for, every month. Print it or copy it.