Client Onboarding Agent
New clients get a guided welcome sequence and document checklist instead of a cold "welcome aboard" email.
What it watches
New signed clients and their onboarding checklist progress
What it does
Sends a welcome sequence, collects required documents/access, and flags what is still missing
When it asks a human first
If a client goes quiet past a deadline you set, or a required document looks wrong (wrong file type, missing signature page), the agent stops nudging and notifies the account owner instead of guessing what to do next. The checklist itself stays visible and accurate the whole time this is being sorted out, so the account owner can see exactly which single item is blocking progress rather than re-checking the whole file.
How it works
- 1Sends the welcome sequence
A guided series replaces a cold "welcome aboard" email, spaced over the first days after signing. Each message pulls in the specific service or plan the client actually signed up for, not a generic template that reads the same for every new account.
- 2Runs the checklist
Contracts, access, and documents defined at setup, tracked item by item until every one is checked off, with a live status link the client can check any time instead of emailing to ask what is still needed.
- 3Schedules the kickoff
Only once prerequisites are collected, so the call itself is substance, not admin. If a prerequisite slips past its deadline, the kickoff is pushed back automatically rather than left sitting on the calendar for a call that isn't ready yet.
- 4Chases what's missing
Sends reminders for outstanding items; a wrong-format or missing-signature document is flagged, not silently accepted. Reminders space out over days rather than repeating daily, so chasing a document never starts to feel like chasing a person.
- 5Hands off at completion
Once every item is done, the client moves out of onboarding and into whichever ongoing agents apply to them, carrying forward the account details and preferences already collected so nobody answers the same setup questions twice.
What triggers it
- · A new client signs (contract executed)
- · A checklist item deadline you set approaches
- · A submitted document looks wrong (wrong file type, missing signature)
- · The onboarding checklist reaches completion
What you get
- · A welcome sequence sent at signing
- · A document/access checklist with live status
- · A kickoff call scheduled once prerequisites are met
- · A flagged stalled onboarding to the account owner
Not the right fit if
Not for one-off project shops with no repeatable onboarding checklist — there's nothing standard for this agent to run. It's also not worth setting up for onboarding that wraps up in a single same-day session — a simple retail account signup, say — since there's no multi-day gap between signing and go-live for a guided sequence to fill.
The math
At ~12 new clients/mo × 25 min, that is roughly 5 h/mo — an estimate, not a guarantee.
Frequently asked
Every item on the checklist you define at setup — contracts signed, access granted, kickoff call booked — whichever items apply to your business.
Ready to put client onboarding agent to work?
Tell us about your setup and we'll confirm it fits within 48 hours.