The Guesthouse Onboarding & Intake · AI automation

New clients signed. First week handled. Nothing dropped.

The moment someone signs on, an AI agent sends the welcome, collects the documents, and builds their records across your tools — automatically. You start the work. The onboarding runs itself.

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5 ready-to-build automations · each is an Agent at $497/mo + $1,500 setup · bundle several into a Transformation.

Onboarding & IntakeExample: Dental office

Automated Welcome Sequence

A new patient signs up — then hears nothing until the appointment. That silence costs you trust before the work even starts.

The moment they sign on, a tailored sequence sends what they need, sets expectations, and confirms next steps — no one falls through the cracks.

63%
of customers say their loyalty is shaped by their first experience with a business.
Source: industry data

✓Every new client feels taken care of from minute one.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessSMS + emailwelcome flow
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Onboarding & IntakeExample: Insurance agency

Smart Branching Intake

A generic form asks everyone everything — so half your prospects quit before the last page. The ones who finish still end up in the wrong bucket.

The form adapts as they answer — asks only what's relevant, skips what isn't, and drops every lead into the right line of business automatically.

0
manual data re-entry — answers land directly in your system, ready to act on.
Source: process metric

✓More forms finished, sorted, and ready to work.

What we build it with
Typeform / Tallybranching logic🔧Custom AI routingClaude / GPT
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Onboarding & IntakeExample: Title company

Document Chaser

One missing document stalls the whole file — and someone on your team has to keep sending the same awkward follow-up.

The agent requests every document upfront, then sends polite reminders on a cadence until each one arrives. Your team never has to chase.

5×
faster document collection when reminders run automatically instead of manually.
Source: process metric

✓Files complete themselves on time.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessSMS + emailreminder cadence
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Onboarding & IntakeExample: Accounting firm

Auto-Created Records

Every new client means copying the same details into five tools by hand. One typo and the record is wrong everywhere.

One signed client instantly becomes a CRM contact, a shared folder, a task list, and a scheduled kickoff — across every tool, in seconds.

4s
to spin up a new client across your whole stack — what used to take 20 minutes of copy-pasting.
Source: process metric

✓Zero setup busywork — it's done before you blink.

What we build it with
Make / Zapierconnects your tools🔧Custom AIClaude / GPT
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Onboarding & IntakeExample: Marketing agency

Kickoff Auto-Scheduled

Scheduling the kickoff call takes a week of back-and-forth emails — while the client's excitement cools and the work sits idle.

The moment contracts clear, the kickoff books itself into the right calendars. No emails. No waiting. Work starts on day one.

21×
more likely to convert when you engage within 5 minutes of a new client signing on.
Source: Harvard · MIT

✓Momentum from day one, zero scheduling ping-pong.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessCal.com / Calendlyauto-scheduling
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Start risk-free

Watch it run on your own business.

Book a free demo and audit. We build a live AI on your actual setup and show you exactly where onboarding is leaking time and clients — then you decide.

Book my free demo →
FAQ

Onboarding & Intake, answered.

How much does an Onboarding & Intake automation cost?
Each one runs as an AI Agent: $497/mo plus a one-time $1,500 setup. Want several working together? That becomes a Transformation (from $2,500/mo) — never stacked agent fees.
Do I have to commit before I see it work?
No. Every engagement starts with a free live AI demo built on your own business and a free automation audit, so you see it working before you decide anything.
Will this work for my industry?
Yes. The examples here show specific industries, but each automation works the same whether you run a law firm, a med spa, a dealership, or a plumbing crew — and we only ever message your own opted-in contacts.
Can I customize the intake flow?
Yes. We build the welcome sequence and intake around your business — the branching questions, the documents you need, and the records it creates — so every new client gets the same smooth first week without anyone chasing them manually.