Automation · Professional Services · Consultancies · Agencies
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Frictionless Operation

Your best professionals
waste time on tasks that
a system should handle.

Kibans automates client onboarding, proposal generation, meeting scheduling, and recurring billing. Your team dedicates itself to what actually bills: delivering results.

Free first consultation Chat on WhatsApp

First consultation without obligation · Implementation in 2–4 weeks

↑ Demo: the client schedules, receives a proposal, and completes onboarding on their own.

Compatible with HubSpot, Pipedrive, Notion
Digital contract signing included
Implementation in 2–4 weeks
Automated recurring billing
Free first consultation
Real comparison

Without Kibans vs. With Kibans

This is how operations look for a services company today — and how they look after implementing Kibans.

Process ❌ Without Kibans ✦ With Kibans
Scheduling the first meeting Back-and-forth emails searching for a time Automatic 24/7 booking page
Sending commercial proposal Manual drafting in Word, copy-paste Proposal generated in seconds from template
Contract signing Printed PDF or sent by email Online digital signature in one click
New client onboarding Manual emails asking for files and access one by one Automatic portal with guided checklist
Recurring billing Manual every month, risk of forgetting Automatic charge on due date + receipt
Project tracking Weekly status meetings Automatic dashboard with updates
After-hours support No response until Monday Bot answers FAQs 24/7
Renewal reminders Forgotten or arrive late Automatic sequence 30/15/7 days before

✦ Kibans connects to your current systems. You don't replace anything, you add operational intelligence.

Use Cases

What type of service company is this for?

For any company where professional time is the primary asset and administrative tasks consume it. Particularly:

Management Consultancies

Automated onboarding for new projects: digital contract, access to shared workspace, kickoff call scheduled — all before the engagement begins.

Marketing Agencies

Proposals automatically generated from client briefings. Monthly reports sent on their own. Recurring billing without anyone having to remember.

Law Firms

Initial consultation scheduling, automatic delivery of required documentation to the client, and reminders for procedural deadlines.

Accounting Firms

Automatic reminders of tax deadlines to clients, automatic monthly document collection, and recurring fee billing.

Design Agencies

Automated briefing at project start, step-by-step approval tracking, and delivery of files with client receipt confirmation.

HR Consultancies

Automatic coordination of interviews with candidates, schedule confirmations with clients, and search progress reports without manual intervention.

Real Results

What you recover by automating

Typical results of service companies that implemented automation with Kibans.

-65%
Administrative task time per project
3x
More projects managed simultaneously without hiring
48hs
Reduction in new client onboarding cycle
0%
Forgotten or late bills sent
The Process

How we implement it

1

Mapping critical flows

We identify the processes that consume the most time in your operation: onboarding, proposals, scheduling, billing. We calculate how many weekly hours each automation frees up.

2

Custom design

Every service company has its own logic. We design the flows respecting your way of working, your templates, your communication tone, and your deadlines.

3

Integration with your systems

We connect with your CRM, payment platform, digital signature, project tools, and calendar. Without migrating data or changing tools.

4

Testing with a real client

1-2 week pilot with a real client. We adjust messages, timing, and flows before the full rollout.

5

Rollout and ongoing support

We activate for all your projects. Support and adjustments when your business model evolves.

What you gain by activating this

Typical benefits in the first 4 weeks of operation.

-65%
Administrative time per project
+90%
Client satisfaction in onboarding
0%
Forgotten or delayed invoices
Frequently Asked Questions

What we are always asked

What type of service companies benefit from automation?
Management consultancies, marketing agencies, law and accounting firms, design agencies, HR firms, coaches, and any company where professional time is the primary asset.
Does Kibans replace my current CRM?
No. We integrate with your current CRM (HubSpot, Pipedrive, Notion, etc.) to add workflow automation. We don't replace your system, we enhance it.
How is the automated onboarding customized?
We map out exactly what the client needs at the start of your project: documentation, access, forms, payments. Then we build the flow so that all of this happens automatically without your team's intervention.
Can customized proposals be generated automatically?
Yes. With a qualification form or a trigger from your CRM, the system generates a PDF or web proposal with client-specific data in seconds, ready to review and send.
Does it work for agencies with multiple simultaneous clients?
Especially for them. The more simultaneous clients, the more valuable it is to automate onboarding, checkup follow-ups, and recurring billing.
How long does implementation take?
Between 2 and 4 weeks depending on complexity. We start with the highest impact flow (onboarding or scheduling) and add layers. The first consultation is free.
Start Today

Your professionals deserve to work
on what matters.

First consultation at no cost. No obligation. We show you exactly which flows to automate first and how much time you recover.

30-minute talk · No minimum contract · Implementation in weeks