Admin & Operations
Client Onboarding System
Wow every new client from day one — without lifting a finger.
A complete AI-powered client onboarding system that automates intake forms, scope-of-work generation, welcome sequences, and kickoff call prep. Eliminate the back-and-forth that costs you time and makes clients nervous.
What You'll Achieve
Cut onboarding time from days to hours. Clients feel taken care of from minute one.
What's Included
- Client intake form template (fully customizable)
- AI scope-of-work generator
- Welcome email sequence (3 emails)
- Kickoff call agenda & question framework
- Project kick-off deck template
- Notion client portal template
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