1
Learn the current setup
We look at spreadsheets, reports, accounts, contacts, brands or lines, and the workflows the team already uses.
Our processSetup, launch, improve
How Mustard onboarding works.
We start with your current spreadsheets, reports, accounts, contacts, brands, and workflows, then shape Mustard around how the agency actually sells.
The rhythm
Simple, practical, repeatable.
Look at the current setup.
Shape the workspace around the real workflow.
Launch with the team and show the operating rhythm.
Adjust based on real usage.
The workflow
Four steps from intake to a working workspace.
The point is to get a clean launch without turning the process into consulting theater.
2
Shape the workspace
We clean or import the important data and adapt Mustard around how the agency sells and follows up.
3
Launch and train
Reps get a practical workspace for accounts, orders, notes, planning, and follow-up.
4
Improve with usage
We adjust the workflow after the team starts using it so the system fits the real work.
What the team gets
A workspace the team can actually use.
Fewer tabs, fewer spreadsheets, less back-and-forth.
Current setup mapped
We start from the tools and data you already have.
Workspace shaped around your team
The setup fits the way the agency sells, not a generic checklist.
Practical launch
Reps get a clear surface for daily work, not a training maze.
Real-world iteration
The first version improves quickly once the team starts using it.
Start with the workflow, not the tool.
Bring the current setup and the handoff that keeps breaking. We’ll map the clean path before adding complexity.