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Instant digital download · One-time price · No subscription
LDV

No. 11Operations & Schedulingv1.0

AI Client Onboarding Coordinator

Every new client, onboarded the same excellent way.

$49one-time · USD
  • Instant digital downloadOn your order page and by email as soon as payment clears.
  • One-time priceNo subscription, no recurring charge.
  • Up to 10 downloadsRe-download from your order page or account library.

What it does

  • Sends the welcome and the information requests
  • Tracks which documents are still outstanding
  • Schedules the kickoff and sends reminders
  • Gives you one view of every client's progress

Overview

Runs the new-client checklist for you: welcome message, information requests, document collection, kickoff scheduling and reminders when something is still missing.

Built for: Agencies and service firms whose onboarding depends on who happens to be free.

How it works

  1. 01

    Download your kit

    Pay once and the files appear on your order page straight away. We email the same links, and they stay in your account library.

  2. 02

    Tailor it to your business

    Follow the setup guide to add your own wording, policies, price lists or criteria so the kit sounds and behaves like you.

  3. 03

    Switch it on

    Run it alongside your current process, review what it produces, and hand it more of the work as you gain confidence.

Questions about this kit

Is this a subscription?
No. It's a one-time purchase — you pay once and download the kit.
How do I receive it?
Straight after payment you land on your order page with download buttons, and we email you the same links. Signed-in customers can also find every purchase in their account library.
Can I get help setting it up?
Yes. Use the support page and tell us the kit number — we'll point you in the right direction.

Keep going

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