Onboarding & Intake · AI automation
Onboarding AI that gives every new client a flawless first week.
Onboarding AI welcomes new clients, collects and chases the documents you need, and sets up their records across your tools automatically — with nothing dropped. A smooth first week that runs itself — no manual chasing, nothing dropped.
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 their appointment. First impressions go cold fast.
The moment they sign on, a warm sequence sets expectations, sends what they need, and confirms next steps.
63%
of customers judge a business by its onboarding experience.
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 intake form asks everyone everything — so people abandon it half-finished.
The form adapts to each answer, asks only what’s relevant, and routes the lead to the right line of business.
0
manual data entry — answers flow straight into your system.
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
Closings stall waiting on one missing document — and someone has to keep awkwardly chasing it.
It requests every document, then politely reminds until each one is in — no awkward chasing from you.
5×
faster document collection with automated, friendly reminders.
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 re-typing the same details into five different tools.
One signed client instantly becomes a CRM contact, a folder, a task list, and a kickoff — across every tool.
4s
to set up a new client across your whole stack.
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 emails — delaying the work the client is excited to start.
The moment paperwork clears, the kickoff books itself into the right calendars automatically.
21×
more likely to qualify when you engage within 5 minutes.
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
See one of these running on your own business.
Book a free demo and automation audit. We'll put a live AI on your own leads and show you the leaks worth fixing first — you decide from there.
Book my free demo →
FAQ
Onboarding & Intake, answered.
How much does a 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 trained on your own business and a free automation audit, so you see it working before you decide.
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.