Client Onboarding Concierge

Welcomes each new client, collects what you need, sets up the project.

  • Notion
  • Slack
Installed within 48 hours, tested on your real workRequest this agentBook a call
What it does
  1. 1A new client signs.
  2. 2It welcomes them, collects what you need and chases anything missing.
  3. 3The project is set up in your tools, ready to start.

What’s included

One install. Everything it needs.

  • Set up in your accountsWe install it inside your own tools, so it runs on your data and stays yours.
  • Connected to Notion, SlackWired into the tools it works with, using access you give us.
  • Tested on your real workWe run it on real examples from your business before handover.
  • Handed over with a walkthroughYour team sees how it works and how to adjust it.

How it works

From order to running.

  1. 1Request this agentTell us your tools. We confirm it fits.
  2. 2Kickoff callWe confirm access and what a good result looks like.
  3. 3We install itIn your tools within 48 hours of kickoff, tested on your real work.
  4. 4It's yoursHanded over with a walkthrough. No subscription from us.

Request the Client Onboarding Concierge

We’ll confirm it fits your tools and send a start date.

More agents

Pair it with another.

Need more than one agent can do?AI Development builds it custom, from $5,000