The AI Client Onboarding Kit gives you 5 ready-to-deploy agent workflows, 7 email templates, smart intake forms, and a 5-day implementation sprint — so you can onboard clients in 90 seconds instead of 6 hours.
Every new client means 4-6 hours of intake forms, welcome emails, scheduling, and document chasing. That's $600-1,200 in hidden costs before a single billable hour.
3 people, 6 hours, and still — missing documents, forgotten follow-ups, delayed kickoffs. The bigger you grow, the worse it gets.
Some clients get a polished onboarding. Others get a messy Google Doc and a "let me get back to you." First impressions matter — and yours are inconsistent.
Ready-to-deploy configurations for welcome emails, intake forms, workspace setup, scheduling, and status tracking.
Battle-tested across 500+ client onboardings. From first welcome to graduation — every message covered.
12 essential questions (not 47). Conditional logic. Mobile-optimized. Auto-organizes into your project tool.
Visual pipeline of all active onboardings. Notion and Google Sheets templates included. Flags stuck clients automatically.
Day-by-day guide to go from zero to automated onboarding. No fluff, just action steps and checklists.
Exact numbers for your firm. Prove the investment in 2 minutes. Break-even: less than 1 month.
Triggers on payment. Sends personalized welcome, intake form, and follow-ups. No more "did I send that?"
Smart forms that adapt to service type. Tracks what's in, what's missing, and sends reminders automatically.
Creates project workspace, shared folders, timeline, and portal access — from templates, every time.
Finds optimal meeting time, sends calendar invite with agenda, and creates a pre-meeting briefing from intake data.
Weekly digests, progress reports, escalation alerts. Keeps clients informed and flags issues before they become problems.
| Manual Onboarding | AI Agent Onboarding | |
|---|---|---|
| Hours/client | 4-6 | 0.5 |
| Monthly hours (10 clients) | 40-60 | 5 |
| Monthly cost ($75/hr) | $3,000-4,500 | $375 |
| Annual savings | — | $31,500-49,500 |
4-6 hours per client. 10 clients a month. That's 40-60 hours — an entire work week — lost to onboarding. This kit gives it back.
Get the AI Client Onboarding Kit — $49 →🔒 30-day money-back guarantee • Instant download • Secure checkout via Stripe