AI Client Onboarding
Start projects faster and get paid sooner. AI guides clients through onboarding step-by-step, collects documents automatically, and tracks completion—3-5 days instead of weeks.
See the Difference
Without Automation
- ✕Onboarding time2-3 weeks (revenue delayed)
- ✕Admin time per client4-6 hours wasted
- ✕Document chase80% of clients (constant)
With AI Automation
- ✓Onboarding time3-5 days (5x faster)
- ✓Admin time per client30 minutes (automated)
- ✓Document chaseAutomated (no manual work)
Sound Familiar?
- 2-3 weeks to onboard new clients (revenue delayed)
- Chasing missing documents delays project starts
- Manual follow-ups waste hours of admin time weekly
- No visibility into which clients are stuck or ready
Monthly savings with AI Onboarding
Adjust the numbers to match your situation
Payback Period
34 weeks
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Try our full ROI CalculatorHow It Works
Step 1
Start projects faster and get paid sooner. AI guides clients through onboarding step-by-step: welcome emails, document collection, signatures, account setup—all automated.
Step 2
Clients get simple links for uploads and signatures. AI follows up politely when they go dark. You get a dashboard showing every client's progress: who's stuck, who's done, where bottlenecks are.
Step 3
Onboarding completes in 3-5 days instead of weeks. Client experience is smoother. Your team focuses on delivery instead of chasing paperwork.
What You Get
- Automated welcome sequences (personalized per client)
- Simple document collection portal (drag-and-drop uploads)
- E-signature integration (DocuSign, HelloSign, PandaDoc)
- Real-time progress tracking dashboard for your team
- Smart reminder sequences (polite, escalating follow-ups)
- Checklist completion tracking (see what's missing instantly)
- Account and system setup automation (reduce manual work)
- Kickoff meeting scheduling integration (Calendly, Google Calendar)
Implementation
Your Time Required
2-3 hours total over 2 weeks
Week by Week
Week 1
Discovery: Map your onboarding workflow and requirements
Week 2
Build: Configure AI onboarding sequences and forms
Week 3
Test: Run test onboarding with sample client
Week 4
Launch: Go live with monitoring
One-Time Investment
- Implementation$6,000 - $11,000
Monthly (Optional)
- Monthly maintenance$175-$250/month
You Own It
Cancel maintenance anytime after 90 days. Your system keeps working. No lock-in.
Ready to Get Started?
Every business is different. Book a call to discuss your specific situation, or send me a message with your questions.