Add a client. The steps appear, each with a date and a name. Nothing goes out until you send it.
The real app with example records. Switch who you're viewing as at the top. Nothing is sent anywhere. Open it full screen.
What it does
Add a client's name and email. The twelve steps appear, each with a due date and the person responsible. No template to find, nothing to copy.
Sam sees Sam's steps. Priya sees Priya's. You see every client and the step it's stuck on. Nobody sees a client they're not on.
Every morning: which steps are overdue, what's waiting on the client, and the single most useful thing to do before coffee.
A step marked done or a client moved on: you see what will change, then confirm. A reminder is drafted in your AI, from the records, and you send it. There is no accidental send.
Connections
The app writes the drafts; you send them.
The page itself never sends anything. Your AI reads the records and drafts the email or the invite in the tool you already connected. Staff can flag a client for a reminder; the draft lands with you.
Anything else connected to your AI works the same way. The app adds no connections of its own.
Add it
No one technical in the room.
Claude today. Copilot and ChatGPT versions follow; the steps are the same.
Your request is copied. Now follow these four steps.
The file did not save here. Open this page in your browser and try again, or ask us at hello@teamsflow.app.
The steps
Rename, drop or add any of them on the Team lane.
Onboarding a new hire instead? Add the app a second time with the new-hire steps. Same shape, different list.
What it saves
And the clients you lose in a bad first month.
4+ hoursby hand
What agencies report spending to set up one client across tools. At $100 an hour, $400 before the first invoice.
1–3 weekschasing documents
Two weeks late on a $5,000 retainer is $2,500 you invoice later than you should.
90 daysdecide it
Most early churn is settled in onboarding. A missed step is a reason to leave.
Sources, October 2026: OnBrio (r/agency survey: 4+ hours) · OnboardMap cost model (1–3 week delays) · Accord: churn decided before day 90. Vendor estimates with named sources; your own hours will be the number you trust.
Price
Pay only if you want the steps changed to fit how you work.
$29/month
"We don't take deposits." Drop the step. "Add NDA signed." Add it. You approve each change; undo in one click.
Try 14 days$99/month
Records on your own cloud, one client shared across apps, and ChatGPT. Most teams never need it.
Talk to usQuestions
In your own AI account, with the page. teamsflow never holds a copy. Download them as a spreadsheet any time.
They flag the client. The draft appears for you in your AI, and you send it from your Gmail. Staff on free accounts can't use connections; that's the platform's rule.
No. Those steps hold a link to the tool you already use and are marked done when you confirm.
Not in this version. You can send them a summary from the page.
No. A free account is enough to open the app and confirm their steps.