Chapter 01
Onboarding done in a day
Intake, NDAs, kickoff scheduling — finished in one thread.
- NDA e-sign in-thread
- Structured intake
- Auto-scheduled kickoff
Professional services
Run client work without the email avalanche.
Subport runs client onboarding, project status, and reporting on WhatsApp — for consultants, agencies, and corporate services teams.
On-time delivery
+47%
Status-update overhead
−39%
Onboarding to kickoff
<24h
01
Where service work gets stuck.
The work happens in the doc. The communication happens in 14 places. Clients never know where things stand.
- 01
Onboarding takes weeks
NDAs, intake forms, kickoff scheduling — every step adds drag.
- 02
Status updates eat the team
PMs spend Mondays writing the same update three different ways.
- 03
Document chase loops
"Did you get a chance to review?" three follow-ups deep.
- 04
Reports nobody reads
PDFs that arrive on Friday and get skimmed at best.
02
What Subport runs for service teams.
Client onboarding
NDAs, intake forms, kickoff — all in one thread.
- E-signed agreements
- Structured intake
- Auto-scheduled kickoff
Project status
Weekly digest, milestone updates, blockers surfaced as they happen.
- Auto-generated digests
- Milestone notifications
- Blocker escalation
Reporting clients read
Structured updates in-thread; PDFs only when they're actually needed.
- KPI snapshots
- Trend digests
- On-demand deep-dives
Document & feedback loop
Send, request, follow up — without the email chain.
- Document review prompts
- Feedback capture
- Approval routing
03
Across the engagement.
Chapter 02
Status without the email chain
Weekly digests, milestone updates, blockers surfaced.
- Weekly digest
- Milestone updates
- Blocker triage
Chapter 03
Reports clients read
KPI snapshots in chat; PDFs only when needed.
- KPI snapshot
- Trend digest
- On-demand deep-dive
04
Impact on service teams.
On-time delivery
+47%
Status-update overhead
−39%
Realization rate
+22%
Client CSAT
4.7★
05
Moments we automate.
- 01
Onboarding flow
NDA, intake, kickoff in one day.
- 02
Weekly digest
Auto-generated from project data.
- 03
Milestone alerts
Triggered by tracker, not by hand.
- 04
Document review prompts
Inline approve/comment loop.
- 05
KPI snapshots
Pulled live from your data warehouse.
- 06
Time-and-materials updates
Hours used, hours left, billed visibility.
06
Connects to your stack.
- HubSpotCRM
- AsanaPM
- JiraPM
- HarvestTime tracking
- SnowflakeData
- DocuSignE-sign
Reclaim PM hours. Keep clients in the loop.
Most teams cut Monday status meetings in half within 30 days.