Client onboarding

Your next client onboarding call runs without you.

An AI Employee runs the kickoff, asks every question, and writes it into your CRM while it talks.

Talk to the AI Employee nowA live call. About three minutes.
Kickoff call
Image of a client being onboarded by an AI Employee
Your client
Image of an AI Employee in your seat taking care of your client onboardingAI Employee
Writing the answers to your CRM while it talks
A consultant working through client onboarding by hand in the evening

The cost

Onboarding a client takes 2 to 6 hours by hand.

By hand

2 to 6 hours. You do every step.

  • The callYOU
  • The notesYOU
  • The follow-up emailYOU
  • The CRM updateYOU
  • Chasing the check-inYOU

With the AI Employee

One 30-minute call. You are not on it.

It runs the call.

  • The summary is written
  • The CRM is updated live
  • The check-in is booked
Your time back

We use it ourselves

Every DelegateWorker customer is onboarded by the AI Employee they bought.

Your first call with the product is the product doing its job.

Sample onboarding memoSample
  • 90-day goal: 20 qualified demos a month.
  • Decision maker: the founder.
  • First deliverable: lead list, due in 7 days.
  • Next check-in: booked.
  • CRM: HubSpot record updated.
Talk to the AI Employee now

Free checklist

Client onboarding checklist

Seventeen steps in three stages. Take it.

016 steps

Before the first call

  • Send a welcome email within one hour.
  • Confirm the main contact and their role.
  • Confirm billing and the start date.
  • Book the kickoff call.
  • Send the questionnaire ahead of the call.
  • Create the client record in the CRM.
026 steps

On the kickoff call

  • Confirm goals for the first 90 days.
  • Confirm who does what on both sides.
  • Walk through the questionnaire answers.
  • Agree the first deliverable and its date.
  • Agree how you will talk.
  • Set the next check-in date.
035 steps

First week

  • Send the call summary within 24 hours.
  • Grant access to tools and folders.
  • Deliver the first item.
  • Log every step in the CRM.
  • Ask one question: is anything unclear so far?
Download the checklist
Sasan Zarrin, founder of DelegateWorker

Who built this

DelegateWorker is founded by Sasan Zarrin.

Sasan sold enterprise software at Oracle, Salesforce and DocuSign, and has delivered projects to over 200 large enterprises. He built DelegateWorker to give every business an AI Employee that does real work.

Try it now

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Free template

Client onboarding template

The 30-minute kickoff call, minute by minute.

  1. 0minWelcome. Names, roles, and how long you have.
  2. 3minThe client says what they want in 90 days.
  3. 8minWalk the questionnaire. Fill gaps.
  4. 18minAgree the first deliverable, the date, and who owns it.
  5. 24minAgree tools, access, and how you will talk.
  6. 28minRepeat next steps. Book the check-in.

Free questionnaire

Client onboarding questionnaire

Twelve questions. Send them before the call or ask them on it.

  1. 1What does success look like 90 days from now?
  2. 2What made you decide to start now?
  3. 3Who is the main contact, and who else needs to be in the loop?
  4. 4Who makes the final call on decisions?
  5. 5What have you tried before, and what happened?
  6. 6What is the one thing that must not go wrong?
  7. 7Which tools do you use every day?
  8. 8How do you like to talk: email, Slack, phone?
  9. 9How often do you want an update?
  10. 10Are there dates or deadlines we must work around?
  11. 11What do you need from us in the first week?
  12. 12Is there anything we have not asked that we should know?
Download the questionnaire

Who it is for

Agencies

Every new account starts with a kickoff call, notes and setup, and it all lands on the same few people.

Consultants

You sell the work, then lose hours to calls and notes before the real work can start.

Coaches and program leaders

Each new member needs the same intake call, so the same hour repeats for every person who joins.

Pricing

Start with the plan built to run a real process.

Operator

$99a month

  • 190 minutes
  • 2 parallel calls
  • HubSpot and Go High Level connected

Scale

$299a month

Everything in Operator, plus

  • 575 minutes
  • 3 parallel calls
  • Priority support
Talk to the AI Employee now

Want to hear your own AI Employee first? There is an $8 test plan.

Questions

How long should client onboarding take?

The kickoff call takes 30 minutes. The whole first week takes 2 to 6 hours by hand. An AI Employee does the call, the summary and the CRM record in those 30 minutes.

What should a client onboarding checklist include?

Three parts: before the first call, on the call, and the first week. The checklist above is the full list.

What questions should I ask a new client?

Goals for 90 days, who decides, what they tried before, which tools they use, how they want to talk, and what must not go wrong.

Can an AI Employee really run the onboarding call?

Yes. It asks the questions, listens, agrees next steps, books the check-in, and writes the record. Talk to it and it will onboard you.

Does it work with my CRM?

HubSpot and Go High Level are connected. The AI Employee writes to the record during the call.

What does it cost?

Plans for a real process start at $99 a month.

A business owner listening to the AI Employee on the phone

Hear it onboard you. It takes three minutes.

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