Client onboarding, off your plate.
Stop losing 11 hours per client to onboarding admin. Threshold will send the welcome packet, book the kickoff and collect documents automatically.
The moment a client signs
- Welcome packet Sent automatically
- Kickoff call Booked in one click
- Contracts & docs Collected and tracked
- CRM record Synced, no re-entry
The handoff is where clients disappear.
Between "you're hired" and real project work sits a pile of forms, welcome emails and calendar back-and-forth. Most agencies do it by hand, every single time.
~11 hrs
Average admin time spent per new client on intake forms, welcome emails, scheduling and chasing documents.
Not the paperwork
Agency owners describe the real friction as the follow-up and decision lag between steps, especially waiting on account access handed over from a previous vendor.
11 hrs: a commonly cited industry estimate, not measured from our own users yet. Right: a pattern from agency owners discussing this in public, not a formal survey.
The way most agencies do it
- Forms scattered across email threads
- Kickoff calls booked over six-message threads
- Documents chased one by one
- CRM updated days later, if at all
With Threshold
- One link sends everything at once
- Client books straight into your calendar
- Documents tracked in one place automatically
- CRM updates the moment it happens
How it works
One setup, five things happen on their own.
-
Create the profile
Add the client once: contact, project type, start date.
-
Welcome packet sends
A branded email and intake form go out right away.
-
Kickoff gets booked
Client picks a slot from your live availability.
-
Documents get collected
Contracts, briefs and assets land in one tracked folder.
-
CRM stays current
Every step updates your CRM. No manual re-entry.
Is this actually for you?
Built for
- Agencies and consultancies onboarding two or more clients a month
- Freelancers tired of rewriting the same welcome email
- Teams with a CRM that they want kept current without manual entry
Probably not yet
- Onboarding under one client a month, the manual way is still faster
- Needing deep custom workflow branching per client, not on the roadmap yet
- No CRM in place yet to sync into
Founder pricing
Lock in the price before we launch.
Starter
Freelancers and small agencies
- Up to 5 active clients a month
- Standard welcome-packet templates
- Email automation
Pro
Growing agencies, 2 to 5 people
- Unlimited clients
- Custom branding, logo and domain
- CRM integration
Agency
Larger agencies and teams
- Multi-user access
- Webhook and Zapier support
- Priority support
Questions before you sign up
Is my client data secure?
Client documents and contact data are encrypted in transit and at rest. We don't sell or share your data with anyone. Full security details get published before launch.
Which CRMs will this work with?
We're building the first integrations around whatever the waitlist actually uses, not guessing. Tell us your CRM when you join and it shapes what ships first.
Can I cancel anytime?
Yes. No contracts, cancel whenever, keep access through the end of your billing period.
When does this actually launch?
We're validating demand right now, nothing above is running yet. Waitlist members get first access and keep founder pricing for life once we do build it.
Before we build it
We're talking to agencies first, not writing code first.
This page exists to test one thing: whether the onboarding pain described above matches what your agency actually deals with. Nothing above is running yet. If you onboard clients regularly and are willing to walk me through your current process, good and bad, I would rather hear it now than guess.
A few lines in writing on your onboarding process as it actually happens today, no pitch, no meeting to schedule.
Email me your processXazratbek, building Threshold