Client Onboarding Agent

A structured, automatic onboarding for every new client

WhatsApp
Agent sheet
Category
Support and customer service
Model
open, installed on your premises
Data
never leaves
Subscription
€0 per month
01Overview

The first month determines whether a client becomes loyal or leaves before their first invoice. Poorly orchestrated onboarding, forgotten emails, missed steps, no follow-up, is the leading cause of early churn. The Onboarding Agent automates the entire journey: personalized welcome email, activation checklist, automatic reminders and CSM alert if a client gets stuck.

The problem

Manual onboarding is inconsistent across clients. Customer Success Managers handle too many accounts to track every step. Clients who get lost during setup leave silently. And every day of activation delay reduces long-term retention chances.

Our answer

Upon client account creation, the agent sends a personalized welcome email, creates an onboarding checklist in Notion or Jira (adapted to the client profile), sends automatic reminders for incomplete steps and alerts the CSM if a client hasn't progressed in 48h. Every step is tracked and visible to the team.

02How it works

Live in four steps.

  1. 01
    Onboarding journey definition

    Workshop to define critical activation steps, target timelines and client profiles (size, sector, product purchased).

  2. 02
    Communication template creation

    Drafting of welcome emails, D+3, D+7 and D+14 reminders, and congratulations messages at each completed step.

  3. 03
    Notion / Jira / CRM integration

    Automatic checklist creation at contract signing, status synchronization and real-time updates.

  4. 04
    CSM alerts & dashboard

    Onboarding progress dashboard per client, alerts on blocked accounts and weekly report.

03What you gain

Results you can measure.

Time-to-value reduced by 50%

Clients activate faster with a guided journey, targeted reminders and proactive help at every blocker.

Early churn eliminated

Clients who get lost during setup are detected within 48h and re-contacted before they decide to leave.

More effective CSMs

Your CSMs no longer manage manual reminder emails. They only intervene on cases requiring human attention.

04Frequently asked

What we get asked before signing.

Can onboarding vary by client type?
Yes. You define multiple journeys (SMB, enterprise, specific sector) with different steps and timelines.
Is an existing ticketing tool required?
No. The agent can work with Notion alone. Jira or other project tool integration is optional.
Can clients see their own progress?
Yes. A simple client portal can be added with a real-time view of their onboarding checklist.
Can the agent send videos or tutorials?
Yes. Each onboarding step can include links to your resources (Loom, YouTube, documentation) based on context.

Let's talk about your case for thirty minutes.

A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.

WhatsApp
+261 38 66 261 00team@wikolabs.com