12 min
New client live
−92%
Manual setup
100%
Reporting coverage
0
Setup errors / mo
Before
Manual sub-account creation, copy/paste Stripe setup, no standard reporting, ad-hoc client comms.
After
Snapshot + n8n orchestration provisioning sub-accounts, Stripe customers, and reporting dashboards in minutes.
What we engineered
The System Built
An agency onboarding 4–6 new clients per month, with each onboarding taking 6+ hours of manual setup across multiple tools.
- Sub-account snapshot deployment
- Stripe + invoicing automation
- Client reporting dashboard
- Slack + email status notifications
- Onboarding intake → CRM bridge
- Cancellation & off-boarding flow
Stack
GoHighLeveln8nStripeSlackMake
Stop Managing Chaos. Start Running Systems.
Book a strategy call. We'll map your CRM, audit your processes, and design a structured automation roadmap.