From "yes" to kickoff without you chasing: contract out for e-sign, systems and folders set up, welcome comms sent, first meeting booked. Every client message is approved by a real person before it goes out.
Onboarding is a project, not an email sequence. This agent runs the whole arc — paperwork, systems, comms, kickoff — and keeps going until every step is done.
Sends the agreement via your e-sign tool, chases until it's signed, files the executed copy.
CRM record, project folders, invoicing in Xero, access and accounts — created to your convention.
Welcome, what-happens-next, and check-ins — in your tone, held for approval.
Finds a time across diaries, books the kickoff, circulates the agenda. Chases forms and info still owed.
Who's signed, who's set up, who's booked, what's stuck. One status view, no chasing.
We map your onboarding once — paperwork, systems, comms, kickoff. Your voice, your process.
A new client in the system kicks off the whole job automatically.
Contract out, systems set up, comms drafted for approval, kickoff booked.
Progress and sticking points, reported weekly. You tweak; it adapts.
Customers who finish your onboarding flow when it's actually sent properly.
For new hires who get all week-one and week-four touches.
When renewal nurture is run consistently.
— Head of People, scale-up
Book a 30-minute consultation. We'll show you the agent running on a sandboxed copy of your tools, so you can see the fit before you commit.