Launching today
EngageCycle
Proposals and engagement letters clients sign from a link
3 followers
Proposals and engagement letters clients sign from a link
3 followers
EngageCycle sends each of your recurring clients a personalized proposal, built from last year’s price, in one batch. Clients pick their options and sign on their phone from their own link. You get a signed PDF with an audit certificate, and a webhook so n8n, Zapier, or your CRM can take it from there. Offer links and QR codes let new customers price and sign themselves. Walkthroughs bundle a proposal and engagement letter into one signing. Start with 10 free credits, no card needed.
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Launch Team
LoomHit record, hand off to AI
Promoted
Hi Product Hunt, I’m Jeremy. I’m an Enrolled Agent and I run a tax practice in Evansville, Indiana with about 900 clients.
Every fall we send renewal letters to all of them. Each one has a different price from last year, some need an upgrade, some need a consent form, and half of them get lost in email. I built EngageCycle to do that whole run in one pass.
How it works:
Import your clients with last season’s price. Set rules for who gets what, preview the batch, and send it in waves.
Each client gets their own link. They pick options, see the total, and sign on their phone. Nothing is preselected for them.
You get a signed PDF with an audit certificate, and a webhook fires so your other systems can pick it up. We push ours into our practice management software with n8n.
For new customers, you publish an offer link or QR code. Prospects answer a few questions, see their price, verify their email, and sign.
Walkthroughs send a proposal, an engagement letter, and a consent as one guided signing, for one credit.
It started with accounting firms, but it works for any business that bills the same clients every year or month.
Sign up and you get 10 free credits to use on real clients. No card, and no time limit. After that it’s priced per business, with no seats: $49, $199, $649, or $1,449 a year depending on volume. There’s also a REST API and an MCP server, so Claude or ChatGPT can look things up and send proposals for you.
I’d like to hear what’s missing for your business, and what would stop you from using it.