How We Automated 90% of Our Client Onboarding with AI

What if your entire onboarding process could run... without you?

That’s exactly what we’ve built. Today, AI handles 90% of our onboarding workflow—and no, we’re not cutting corners. We’re cutting the lag.

Here’s how it works:

  • 📝 Onboarding calls? Transcribed instantly by AI
  • 📊 Market research docs? Auto-generated
  • 📦 Offer plans? Prompted with context and tailored fast
  • 🎥 VSLs, email copy, sales scripts? Fully drafted and optimized

All of this runs on a simple system of templates + prompts.

Why Automate Onboarding?

In a word: Speed.

The faster we launch, the faster our clients see results. That means:
✅ Faster time-to-value
✅ More bandwidth to double down on what’s actually working
✅ Less time wasted on repetitive tasks

We’ve seen firsthand that AI automation isn’t just a productivity hack—it’s a competitive advantage.

Our Next Move?

We’re working on automating the prompting process itself—so onboarding can run 100% hands-free.

Imagine a system where new clients are onboarded, set up, and ready to go... without anyone on your team lifting a finger.

That’s where we’re headed.

The Hard Truth for 2025

If you’re not plugging AI into your processes yet, you’re already behind.

AI isn’t just about saving time—it’s about staying relevant in a fast-changing market.

👉 Start small. But start now.
Whether it’s onboarding, marketing, or sales ops, there’s always a place to test AI-driven systems.

We might even share our full prompt stack soon—stay tuned. 👀

Keywords included: AI onboarding automation, client onboarding process, marketing automation 2025, AI tools for agencies, onboarding workflow, AI business processes, sales and marketing automation

May 7, 2025