New customer set-up
Win the job. Skip the week of set-up.
Every sale starts a round of admin. Accounts, folders, contracts, deposits, welcome emails and questions you have to ask again. It can all be ready the moment they say yes.
Sound familiar?
Your week now
- Re-typing a new customer into three systems after they say yes.
- Hunting for the right forms, folders and templates.
- Chasing them for the details you need before you can start.
- A slow, patchy first week that doesn’t match the sales pitch.
Your week after
- Everything set up the moment they sign or pay.
- Forms, folders and invoices made from what you already know.
- Terms agreed and signed before any work starts.
- A welcome that makes them glad they chose you.
What your customers notice
A welcome pack minutes after they sign, so they know they picked the right business.
How it works
- 01
We follow your yes
A signed contract, an accepted quote or a paid deposit sets everything off.
- 02
We set up every system
Accounts, folders, calendars and portals, from the details you already have.
- 03
You approve what matters
Anything with money or a promise in it waits for your OK.
What it looks like in your industry.
-
Builders Warranty, deposit, project folder and pre-start ready the afternoon a contract is signed.
See the full example -
Accountants Xero, receipts, ATO linking and a compliance calendar started the moment a client accepts.
See the full example -
Property management Inspection, compliance check, photos and listing booked the day an owner signs.
See the full example -
Product brands Trade account, terms and marketing pack ready the minute you approve a stockist.
See the full example
Fair questions
Doesn’t my CRM already do this?
Many CRMs handle part of it. We join up the rest, so the accounts, folders, calendars and portals outside your CRM are set up too.
What if every customer is different?
Your rules decide what gets set up for each type of customer or job, and anything unusual comes to you.
Do I have to replace my software?
No. We connect what you already use, and you can start with the set-up that takes you longest.
Who actually builds it?
Trident does, in-house in Queensland. We have never outsourced work overseas, and we never will.
Works with Xero, MYOB, HubSpot, Pipedrive, DocuSign, Google Workspace, Microsoft 365 and most tools with an API.