Get new clients ready to start faster.
We set up and run a simple workflow to collect the information and assets you need from a new client, track what is still missing, draft follow-up reminders, organize responses, and prepare a kickoff summary for your approval.
Built for U.S. marketing agencies with about 2 to 20 people. Your team stays in control of key client-facing communications.
Example onboarding status
Sample client kickoff
60% of required items collected
- Signed agreement and billing detailsReceived
- Brand guidelines and logo filesReceived
- Website access invitationReceived
- Analytics access confirmationReminder sent
- Ad platform access invitationReminder sent
Kickoff summary drafted. Waiting for your review before it goes to the account team.
Illustrative sample, not a real client case study or live client dashboard. Peldric does not ask clients to send passwords through the onboarding workflow. Account access should be granted through the platform's normal invitation or permission system.
The problem
A slow, messy start costs you time and goodwill
The first two weeks with a new client set the tone. Manual onboarding burns those two weeks on back-and-forth instead of real work.
The handoff stalls after the client signs
You close the deal. Then momentum disappears while someone chases logins, brand files, and answers across scattered emails.
Nobody sees what is missing
Required items sit in inboxes, DMs, and shared drives. You struggle to see what you have and what you still need.
Follow-ups slip
Reminders depend on whoever remembers to send them. One busy week, a client goes quiet, and the start date slips.
Kickoff prep eats billable hours
Pulling everything into a usable brief takes hours your account managers would rather spend on the work.
The outcome
What a smoother onboarding looks like
A faster, cleaner start
New clients move from signed to ready without the usual stall. Your team starts the work sooner.
Clear visibility
You see what you have collected and what is still open, in one organized place.
Less manual chasing
We draft your follow-up reminders. Nothing gets missed during a busy week.
A confident first impression
Clients get an organized, professional onboarding instead of a scramble for logins and files.
How the workflow helps
Five coordinated steps, one organized start
Peldric handles the coordination and legwork of onboarding. You stay in control. Your team reviews and approves each key step.
- 01
Collect what you need
We set up a simple, branded request for the information and assets you need from every new client. Access, files, brand details, goals, and approvals.
- 02
Track what is missing
We mark each item received or open. You see where the client stands without digging through email threads.
- 03
Draft follow-up reminders
When an item is still open, we prepare polite, on-brand reminder messages for you to review and send. No more forgotten nudges.
- 04
Organize the responses
We gather everything the client returns in one place, labeled and ready for your account team.
- 05
Prepare a kickoff summary
We pull everything into a clear kickoff summary and hand you the summary for approval before work starts.
Being clear about what this is
A workflow we run for you, not another tool to manage
Peldric is a hands-on coordination service. We keep the language plain and the scope focused, so you know what you get.
What Peldric is
- A practical onboarding and coordination workflow
- A way to collect, track, and organize client information
- A human-reviewed service where your team approves key client-facing communications
- Built for small marketing agencies
What it is not
- Not a software product you have to learn and manage
- Not an autonomous system acting without your sign-off
- Not a broad “AI transformation” or agency-of-record service
- Not a replacement for your team’s judgment or relationships
Current offer
A hands-on pilot with a small group of agencies
Peldric is currently working with a small number of pilot agencies so we can keep each implementation focused and hands-on. We run the onboarding workflow with you and improve it from real use.
What the pilot includes
- We map your current onboarding steps and required items
- We set up the collection, tracking, and reminder workflow for one client type
- We run the workflow with you on your next client onboarding
- You review and approve every reminder and the final kickoff summary
- A short wrap-up on what worked and what to adjust
Who this is for
U.S. marketing agencies with about 2 to 20 employees who onboard new clients often.
How the pilot works
We start with a short call to check fit, then scope the pilot to your process. We agree on pricing together based on scope.
Get started
Book a short conversation
Tell us about your agency and how you onboard new clients today. We set up a brief call to check whether Peldric fits your process. No pressure, no sales script.
- Around 20 minutes
- Straightforward questions about your process
- A clear answer on whether the pilot makes sense
Peldric brings a careful, structured approach to business information and workflow coordination. The service is designed around clear requirements, organized follow-up, and human review of important client-facing communications.
Prefer email? Reach us at [email protected].