Client onboarding dashboards
Every step visible, assigned, and tracked. New clients move through the same process every time.
Professional services
Your client onboarding lives in your head.
Advisory and services firms run on relationships, referrals, and repeatable onboarding — usually tracked manually, across three tools and one very good memory. We build the system that holds it.
Book a Workflow AuditWhat usually breaks
- Onboarding is a manual sequence. Everybody knows the steps. Nobody has written them down, and nothing enforces them.
- Relationship and referral tracking is scattered. Contacts in one place, notes in another, referral sources nowhere.
- Follow-up depends on remembering. No systematic prompt on open opportunities.
- The site is invisible to search. A website that exists but doesn't bring anyone in.
What we build
A CRM built for how you actually work
Contact and referral management shaped around a practice, not around an enterprise sales pipeline.
Website and search visibility
A site that loads fast, reads clearly, and gets found.
The work
Boutique financial advisory firm
Onboarding tracked by hand, relationships scattered, website invisible
We built a custom client onboarding dashboard, a personal CRM designed around how an advisor actually manages connections and referrals, and rebuilt the website — with a drastic improvement in search ranking.
How we're different
Most AI consultants sell you a strategy. We ship a working build.
| Comparison | Typical AI consultant | Mavryn |
|---|---|---|
| What you get first | A strategy deck | A paid workflow audit |
| Time to something | Months | Pilots live in 2–6 weeks |
| Tools | A new platform to buy | The tools you already pay for |
| Scope | “AI transformation” | The smallest useful build |
| Proof | Case studies you can't verify | Numbers labelled measured, estimated, or projected |