Client Onboarding
Onboarding each new client by hand takes time and lacks consistency: Client Onboarding automatically generates the integration kit — welcome email, project plan, checklist.
Results you can expect
- Reduces preparation time for every onboarding
- Helps standardize how you welcome clients
- Limits oversights in the first steps
- Contributes to a professional first impression
Sharply reduces repetitive onboarding tasks.
Can contribute to better retention from the very first weeks.
How to use it
- What is this module for? Generates an onboarding kit (welcome email, project plan, checklist, kickoff agenda).
- Expected result A complete onboarding kit, ready to share with your team.
Prices excl. VAT for France. No commitment, cancel at any time, no setup fees.
Included in the plan Pro
Together with the plan's other assistants, from 129 €/month.
See the plans
Together with the plan's other assistants, from 129 €/month.