AI Onboarding Agent for Marketing Agencies
New client intake automated from first email to structured brief.
Kickoff-ready briefHow it works
Triggers on a new contract signed (or a Calendly booking). Sends a structured intake form, collects brand assets, and guides the client through a short async Q&A. Assembles everything into a structured onboarding doc and drops it in your project management tool. Your team walks into kickoff already fully briefed no back-and-forth email chains.
The workflow
Every step below runs unattended. Your team is involved only where the system is designed to hand off.
- 01
Trigger
Contract signed
- 02
Intake
Structured form
- 03
Collect
Brand assets
- 04
Q&A
Async guided
- 05
Assemble
Onboarding doc
- 06
Deliver
Your PM tool
Want this running on your stack?
A systems audit maps this against how your marketing agencies operation actually works, and scopes it as a fixed piece of work.
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