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Client Onboarding Sequences
The first two weeks set the tone for the whole relationship. Your AI team runs a consistent onboarding for every new client.
What usually goes wrong
A new client signs, and then things get bumpy. The welcome email is late, the document list is incomplete and the kickoff meeting takes a week to schedule. It doesn't match the great experience you sold them.
What the AI team actually does
- Maps your ideal onboarding with you, step by step.
- Starts the sequence when a client signs: welcome, what to expect, what you need from them.
- Tracks documents and forms received and drafts friendly reminders for anything missing.
- Schedules the kickoff and lets you know when onboarding is complete.
What stays with you
You approve the steps and every message. Anything involving advice or legal terms stays with you. G&K fully manages the whole setup on our own system and connects it only to the tools you pick, using each tool's own permissions. You never have to take it over or maintain it. For licensed and regulated businesses, the team stays on the admin side: it gives no professional advice, makes no certification or compliance claims, and handles sensitive information under your own policies.
Pricing starts at a published base and is tailored to your business on the free Blueprint call. See the pricing guide.
Example uses
- Financial advisors: New clients get a welcome note, an account paperwork checklist and a kickoff time. It handles admin only and gives no investment advice.
- Marketing agencies: New clients get brand questionnaires, access requests and a kickoff call.
- Coaches: New clients get a welcome note, an intake form and a first-session booking.
Client onboarding sequences is a good fit for financial advisors, marketing agencies, coaches and most businesses that handle this work by hand today. See every industry we work with
Getting started with client onboarding sequences
- On your free AI Team Blueprint call, we look at how client onboarding sequences happens in your business today and where it gets stuck.
- Together we set the rules for client onboarding sequences: what the team can do on its own, what needs your approval, and what always comes back to you.
- G&K builds it, connects the tools you choose and tests client onboarding sequences with real examples from your business before anything reaches a customer.
- Once client onboarding sequences is running, we watch the results, adjust wording and timing, and keep it working as part of your larger AI team.
Client onboarding sequences: frequently asked questions
Does every client get the same sequence?
You can have different ones by service type.
Can it collect documents?
It requests and tracks them through the tools you choose.
Will clients know it's automated?
Messages are in your voice and approved by you.
Can client onboarding sequences be combined with other services?
Yes. Most AI teams pair client onboarding sequences with related work like documents prepared from your templates and form processing, and it all runs under one setup that G&K fully manages.
Related services
Documents prepared from your templates · Form processing · Client update emails
Part of Operations: Repeatable processes that run on time. · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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