Every client onboarded like your best client. Every time.
A managed AI employee that runs your client onboarding and follow-ups for you. Welcome sequences, document collection, reminders, and check-ins — all sent on time, under your name. You focus on delivery. It handles everything after the invoice.
$597 one-time setup · Plans from $797/month · Cancel anytime
Built for consultants, coaches, agencies, lawyers, accountants, and service professionals.
The problem
The sale isn’t the finish line. It’s where most service businesses start leaking money.
A client pays… then hears nothing for three days. Buyer’s remorse starts before the work even begins.
You chase the same intake form five times. Follow-ups live in your head, so half of them never happen. You lose 5–10 hours every week to non-billable admin.
Meanwhile, clients who feel neglected after paying don’t renew, don’t upgrade, and don’t refer.
You worked hard to win that client. Sloppy onboarding is how you lose them.
The solution
A dedicated employee for everything after the invoice.
The AI Onboarding Employee is a fully managed service — not another tool you have to set up and manage.
The moment a client pays, it starts working: a structured welcome sequence, intake forms, document collection, and timely follow-ups. It tracks who’s onboarded, who’s stuck, and what’s missing — then keeps you updated.
Every message goes out under your name, in your voice, and is reviewed to your standards. Your clients experience a polished, professional firm. You never touch the software behind it.
- Every client gets the same high-quality onboarding
- Every follow-up is sent on time, without you remembering
- Nothing falls through the cracks
How it works
Live in about a week. Running while you sleep.
Map your process
One short call. We document how you currently onboard clients (or help you design a proper process).
We build your AI Onboarding Employee
Welcome sequences, intake forms, reminder cadences, and escalation rules — all written in your voice and connected to your tools. Covered by the $597 setup fee.
Every new client gets onboarded automatically
A client pays → the sequence starts. Consistent whether you sign one client a month or ten a week.
You stay in the loop
You receive a weekly summary of all active onboardings + instant alerts when a client goes quiet or something is missing. We refine the system every month.
What’s included
Everything a client success hire would do — without the hire.
Pricing
Less than a part-time assistant. Far less than one lost client.
One-time setup: $597. Process mapping, sequence writing, tool connections, and testing. Charged once.
Standard
$797/month
For one service, done right.
- One onboarding pipeline
- Email sequences
- Intake + document collection with reminders
- Weekly status summary + stuck-client alerts
- Monthly optimization
- Cancel anytime
Growth
$997/month
For multiple services or client tiers.
- Multiple pipelines (different services or client tiers)
- Email + SMS sequences
- Everything in Standard
- Higher client volume
- Priority support
- Monthly optimization call
- Cancel anytime
Risk-free start: If your first onboarding sequence isn’t right, we revise it for free until it is.
What clients say
Service businesses that never leave a client waiting.
“Clients used to take two weeks to send their documents. Now everything is in before our kickoff call.”
“Onboarding went from my least favorite part of the business to something I never think about.”
“My clients assume I hired an operations manager. I didn’t.”
Get started
Your next client deserves a better first week.
Book a free 15-minute call. We’ll map how you onboard clients today, show you exactly what your AI Onboarding Employee would send and when, and you decide.
Book My Free Onboarding ReviewNo pitch deck. No obligation. Live within about a week of setup.
FAQ
Questions, answered.
Will my clients know it’s automated?
Every message goes out under your name, from your email, in your voice. It feels like a sharp, reliable assistant on your team. Whether you tell clients more than that is up to you.
What tools does it work with?
Your existing email, calendar, forms, and payment tools. Most clients keep their current stack. We’ll confirm everything on the setup call.
What if a client ignores the messages?
The system follows a reminder cadence you approve. If they still go quiet, you get an alert with full context so you can step in only when needed.
Is my client data safe?
We work inside your own tools wherever possible and never share or sell your data. If you handle sensitive information, we’ll walk through the exact data flow before you commit.
Can I cancel anytime?
Yes. Month-to-month, no contracts. The $597 setup is one-time, and you keep everything we’ve built if you cancel.