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Client Onboarding

Turns a signed client's intake answers into a welcome pack and task checklist.

Demo scenario: paste a new client's kickoff form answers

  • Drafts a welcome email in your voice, instantly
  • Generates a kickoff task checklist for your team
  • Keeps onboarding consistent no matter who's handling it
  • Cuts new-client admin from an hour to minutes
Create your own client onboarding agentView pricing
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Live demo

Paste rough notes from a new client's kickoff call.

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Standardise every client kickoff

The same great onboarding, every time, without the manual admin.

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