Client onboarding and kickoff deck
Mark a deal as won and get the onboarding checklist and a kickoff deck drafted from the proposal.
What changes
Today
Onboarding a new client means a long checklist, lots of hand-offs and a kickoff deck built from scratch, so the client waits before work starts.
With the agent
When a deal is won, the agent builds the onboarding checklist from the deal and the proposal and drafts the kickoff deck for the account manager.
How it works
- A new client is marked as won in the CRM.
- The agent builds the onboarding checklist from the deal and the signed proposal.
- It drafts the kickoff deck in your layout.
- The account manager fixes any gaps, runs the kickoff and assigns the tasks.
Keep looking
More like this
- AI agentKeep clients happy
Weekly client update
Every Friday, a plain-English update for each client is waiting in your drafts, built from the week's work.
- Gmail
- Google Calendar
- ClickUp
- +1
- AutomationKeep clients happy
Safe login handover from clients
Clients hand over logins and keys through a one-time link, never by email or chat.
- Any web browser
- AI agentKeep clients happy
Client question answers
Client questions get an answer drafted from your own approved material, and anything unsure goes to your team.
- Gmail
- Slack
- Google Drive
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.