Client onboarding
without the chaos.
OnboardAI automates the entire client onboarding lifecycle — from personalized welcome emails to deadline alerts in Slack. Built for mid‑market agencies that want to deliver consistently without the manual overhead.
No credit card required · Setup in under 2 hours
Trusted by mid‑market agencies
Every step of onboarding,
automated end to end.
Replace the handoff spreadsheets and the follow-up reminders. OnboardAI owns the lifecycle from the moment a contract is signed.
Personalized email journeys, not form letters.
OnboardAI triggers tailored welcome sequences the moment a contract is signed. Each email is timed to the project milestone — no manual send, no forgetting to follow up.
Dynamic subject lines, conditional content blocks, and plain-English rules let your team own the cadence without touching code.
Live in an afternoon,
not a sprint.
Link your email provider, Slack workspace, and project management app in minutes. No dev needed — OAuth and API keys handled in one place.
Drag-and-drop the sequence: which emails fire when, what intake form to use, and which team routes the project. OnboardAI holds the logic.
From the first welcome email to the final deadline, the lifecycle runs automatically. You get Slack alerts only when a decision is needed.
Real teams, real results.
“We cut onboarding time from two weeks to four days. Clients now arrive at kickoff already briefed — we just show up and do the work.”
“The deadline alerts alone saved us from three missed launches last quarter. The Slack ping comes early enough to actually act on.”
“Finally, one place where intake, routing, and timeline monitoring live together. No more chasing status in twelve different tabs.”
Simple, predictable pricing.
No per-seat gotchas. No hidden onboarding fees. One plan, everything included.
No credit card required
Frequently asked questions
Ready to halve your onboarding time?
Join mid‑market agencies who use OnboardAI to deliver a consistent, polished client experience — without chasing status.