Bad onboarding
Day one should not take a month.
Slow onboarding is rarely a training problem. It's undocumented tribal knowledge, access requests that sit for days, and tools that don't explain themselves. We compress the first 30 days into something repeatable.
Sounds familiar?
- New hires learn by interrupting your best person.
- Accounts and access trickle in over two weeks.
- The onboarding doc was last updated two systems ago.
- Everybody does the same task a slightly different way.
How we fix it.
Every step runs through the Ticket Portal — status, owner, logs, no mystery.
- 01
Capture what's in people's heads.
We shadow the role and write the short version of how the work is really done.
- 02
Simplify before documenting.
If a step only exists because a tool is awkward, we fix the tool instead of writing a paragraph about it.
- 03
Automate the setup.
Accounts, permissions, checklists, and first-week tasks fire off the moment someone is hired.
- 04
Leave it maintainable.
One owner, one place, and a format your team will actually keep current.
What you end up with
New people doing real work in days, without borrowing hours from whoever knows everything.
Other things we fix.
Confusing CRM
Your CRM became the place no one wants to open. We map the actual workflow, prune the noise, and make the right next step obvious.
See how we fix itDuct-taped tools
Twelve apps, three spreadsheets, one Zapier held together by hope. We replace the glue with proper integrations and automations.
See how we fix itUseless reports
PDFs nobody reads. We rebuild reporting around the decisions you actually make — fewer numbers, more answers.
See how we fix itNo client portal
Clients emailing you to ask what's going on is a bug, not a feature. We build the portal so they self-serve and you ship.
See how we fix itAI????
AI shouldn't be a sticker on the box. We find the 2–3 places where it genuinely removes work, and we wire it in carefully.
See how we fix itTHE SMITHERS FIELD GUIDE
A useful place to start.
Client onboarding that doesn't rely on someone's memory
Map a client onboarding workflow with clear triggers, owners, missing-information paths, and a delivery-ready acceptance check.
Collect client documents without endless reminders
Create a document collection workflow that distinguishes requested, received, accepted, and missing items with clear reminder rules.
Turn a signed proposal into an owned project
A sales-to-delivery handoff template for accepted scope, promises, dependencies, contacts, and a clear delivery acceptance step.
Got something
long and annoying?
Send it over. We scope it, ticket it, and get it off your desk.