Client Onboarding Workflows.Ship AI that moves the P&L.
Frictionless, automated onboarding from contract to kickoff. Our expert AI consultants cut through the noise, build a winning AI strategy, and ship AI solutions that drive real automation, efficiency, and growth — built around how your business actually works.
What it costs to wait.
Onboarding is where 30% of new clients churn. Manual handoffs, missing assets, and chasing intake forms create a first impression that's anything but premium.
- ×PMs chasing kickoff materials for weeks
- ×Inconsistent onboarding experiences eroding trust
- ×Slack, Notion, Drive, and email scattering critical info
- ×Slow time-to-value driving early-stage churn
A guided onboarding system that collects, validates, and routes everything a client needs to deliver — automatically.
Intake
Smart intake forms adapt to service type, pre-fill from contract, and chase missing fields.
Provisioning
Workspaces, channels, shared drives, and access permissions spin up the moment a deal closes.
Asset Routing
Brand assets, brand voice, logins, and SOPs auto-organize into the right project structure.
Kickoff
Kickoff deck, agenda, and Loom intro generate from the intake — ready for the call.
Metric-driven outcomes.
From contract signed to first deliverable — in under a week.
Project leads focus on outcomes, not chasing files.
Premium onboarding = sticky clients.
No more 'can you resend the logo?' three weeks in.
We don't replace your stack. We supercharge it.
Every engagement plugs into the tools your team already runs — no rip-and-replace, no learning curve.
AI Models & Engines
- OpenAI
- Claude
- Gemini
- Meta
- Mistral AI
Vibe Coding / AI Development
- Cursor
- Replit
- Google Antigravity
- Lovable
- Windsurf
- Claude Code
- v0
Autonomous AI Agents
- OpenClaw
Developer & Custom API
- GraphQL Foundation
- LangChain
- LlamaIndex
- Webhooks
Analytics & Intelligence
- Google Analytics (GA4)
- Looker
- Power BI
- Custom AI Dashboards
Automation & Workflow
- n8n
- Zapier
- Make
- Langflow
CRM, Sales & Marketing
- HubSpot
- HighLevel
- Salesforce
- Zoho CRM
Web & eCommerce
- WordPress
- Shopify
- WooCommerce
- Webflow
+ custom integrations on request — if it has an API, we can wire it.
Built to make your agency the AI leader.
We're the senior AI bench behind ambitious agencies. You own the client. We ship the work.
Full Ownership of the Client Relationship
You stay the trusted advisor. We never communicate with, market to, or contact your clients — ever.
Control Pricing and Margin
Set your own retail rate. Keep the spread. Our wholesale model is built to protect agency economics.
White-Label by Default
Every deliverable ships under your brand, in your voice, on your domain. We stay invisible by design.
Expand Retainers, Position as AI-Forward
Layer AI services onto every existing account. Lift LTV without chasing new logos.
Month-to-Month Agreements
No long-term lock-in. Scale up, scale down, or cancel anytime. We earn the renewal every month.
Strict Non-Disclosure
Iron-clad mutual NDAs. All work product, IP, and client data is 100% yours — full stop.
Ready to ship Client Onboarding Workflows?
30 minutes with a senior AI consultant. You'll leave with a sharper roadmap — guaranteed.