You win the project, then the next five days are a slow-motion game of email tag: collecting assets, signing the agreement, booking the kickoff, setting expectations. Every dropped ball is a client who quietly wonders if you're organized. An onboarding agent runs the handshake for you.
Trigger it the moment a contract is signed. It sends the welcome, asks for the five things you always need (brand assets, access, goals, deadlines, budget), drops them into your CRM, and books the kickoff from your calendar. You get one clean summary instead of fourteen threads.
Tell the agent to never send a "we're starting!" message before the contract is signed — that's how you accidentally work for free. And cap its politeness: one nudge at 48 hours, one at 96. Past that, it escalates to you instead of nagging.
Onboarding is the one process every client sees. Get it right automatically and you look like a 10-person agency from day one — at the cost of one afternoon of setup. That's our most-requested custom agent for a reason.
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