HL-09Researched, not yet run by us
Client onboarding
Send each new client the same welcome, forms and first-week checklist, with their details filled in.
Every new client gets slightly different instructions depending on how busy you are.
The job at a glance
- Starts when
- A deal is won or a payment clears
- Autonomy
- Runs on its own from your templates
- Human check
- Safe to run on its own once the templates are yours. A person reviews any client with special terms.
What happens, step by step
- Collect the client's name, service and start date.
- Send the welcome message and the right forms.
- Create the first-week tasks for you and for them.
- Remind them of anything still missing after two days.
Two ways to set it up
No-code route
Zapier or Make from your payment or CRM tool to email, forms and a task board.
Agent route
An agent that answers first-week questions from your onboarding guide.
Where it can go wrong
- Sends the wrong forms for the service.
- Starts onboarding before the contract is signed.
- Pesters a client who is on holiday.
What it could cost to run
An estimate for the AI model step only. The starting numbers are our assumptions for this job, and the prices are examples. Replace them with your own volume and your provider's current rates. Automation tool subscriptions are not included.
Per run
$0.00
$0.00
Per month
$0.00
$0.00
Start small
- Write the checklist by hand first.
- Trigger only on a signed contract and payment.
- Add one human check at day three.
Questions people ask
What should I automate first in onboarding?
The welcome message, forms and checklist. They are the same every time and delays there annoy new clients most.
Where does AI help versus plain automation?
Plain automation moves the forms. AI helps with personalising messages and answering first questions.