Client Onboarding Agent
Replaces the four-day onboarding scramble.
Guides new clients step by step: collecting information, setting expectations, scheduling kickoffs and delivering welcome materials.
AI client onboarding for agencies.
New clients guided in and set up without anyone chasing them. The onboarding agents collect what your team needs and get every client to kickoff.
The onboarding agents we install.
Agents that welcome new clients and get them live without a scramble.
Intake Form and Data Collection Bot
Replaces the forms clients never fill out.
Collects client information, business details and project requirements through an AI-guided conversation instead of a form.
Watch them run.
Where you see a video, that agent is running in our own agency or a client install.
The client onboarding portal
From the custom software tour: the portal new clients onboard into, with a roadmap, walkthrough videos and SOP libraries.
The first week sets the tone for the whole account.
Signing a client is the easy part. Then someone has to chase logins, brand files and intake answers, schedule the kickoff and explain what happens next. When that drags, the client starts the relationship already doubting the decision.
The onboarding agents run that week for you. New clients are walked through each step in a guided conversation instead of a form they never fill out. Their details and access land where your team needs them, and the kickoff gets booked.
Your team starts the work with everything in hand, and the client feels looked after from day one.
Installed in 30 days. Then we stay.
01 Usually within 48 hours
Audit call and automation map.
We map every workflow in your agency and rank it by what automating it is worth.
02 Days 1 to 30
Done-for-you install.
We deploy your first 3 to 5 highest-return agents, built around how your agency delivers, not white-labeled software bent to fit you.
03 Month 2 onward
Your fractional AI department.
A dedicated developer we recruit, train and manage builds whatever you think of next, with priority calls every two weeks.
You own 100% of the code, the GitHub repo, the servers and the accounts.
Questions.
What does the client actually see?
A guided conversation instead of a stack of forms. The agent collects their business details, access and requirements, sets expectations, schedules the kickoff and sends the welcome materials.
How long until the first agents are live?
Your first 3 to 5 highest-return agents go live within 30 days. The audit call decides which ones come first, here or anywhere else in your agency.
Do the agents act on their own?
Not on day one. They start in supervised mode: you approve their work with one click, and each agent earns its autonomy as it proves itself.
Will they work with the tools we already use?
Yes. We connect to what you run today, like Gmail, Slack, Zoom, Calendly, GoHighLevel and Stripe, and you retire tools on your own timeline.
Who owns what you build?
You own 100% of the code, the GitHub repo, the servers and the accounts.
What does it cost?
It depends on what we build, so the price comes out of the call, once we know which agents are worth it for your agency.
The rest of your AI department.
AI marketing agentsContent, social, search and email produced every week without a content team.AI sales agentsEvery lead answered, followed up, booked and confirmed before a rep touches it.AI fulfillment agentsThe work you sold, produced and reported on without burning out your team.AI client retentionClients kept, reviewed and grown instead of quietly churning.AI operations agentsThe admin, billing and internal questions that eat the owner's week.Custom AI softwareThe tools your agency runs on, built around how you work, plus a version of you that never sleeps.The whole systemEvery department, every agent and the full walkthrough, on one page.
Find out what to build first.
Book the audit call. We rank every workflow in your agency by return and tell you where to start.