Onboarding
Welcome sequences, document collection and kickoff scheduling that fire the moment a client says yes.
Onboarding automation turns your first two weeks with a client into a system instead of a scramble. The moment a contract is signed, XIIstarsAI triggers a branded welcome sequence, sends the intake forms and document requests, chases anything missing, and books the kickoff call on your calendar — all without you writing another email. Every client gets the same polished experience, in the same order, at the same speed.
You need this when signed clients sit for days before hearing from you, when you are re-typing the same welcome email, or when projects stall because a W-9, login or brand asset never arrived. If onboarding quality depends on how busy you were that week, it is time to automate it.
To get started we need your current welcome emails and intake questions, the list of documents you collect, your calendar and email accounts, and whichever tool you already use to track clients. If those pieces do not exist yet, we write and build them with you.
Tell us how onboarding works in your business today and we'll send a free quote for automating it.
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Send a message with what is eating your admin time and Jessica Barrera will reply personally with where automation would help most — and a free quote.
