Customer Onboarding Agent
LIVE WORKSHOP
Build Your First AI Onboarding Agent
Join us live and build your AI agent system in 60 minutes
A client signs up. But by the time you manually follow up, the momentum's gone. They've forgotten why they signed up. Some don't even respond.
Turn that "radio silence after signup" into warm, automated onboarding.
Format: Live — We Build Together in less than 60 minutes
Coding Required: Zero
"The difference between clients who stick around and clients who ghost? The first 24 hours."
Let's make those 24 hours count.
What If the First 24 Hours Felt Like This Instead?
✓ Instant welcome email — warm, personalized, human
✓ Contract auto-generated and sent within minutes
✓ Kickoff call booked without a single back-and-forth
✓ Everything tracked in one central hub
All automated. All connected. All feeling like you.
What You'll Build (Live, Together)
This isn't theory. We're going to build a working AI agent system during the workshop using tools you already have access to.
Step 1: Intake to Welcome
Connect a simple form to your system. The moment someone signs up, they get a warm, AI-personalized welcome email that feels like you wrote it yourself.
Step 2: Contract & Next Steps
Auto-generate their contract, save it to their personal folder, and send them a link along with a booking calendar — all without you lifting a finger.
Step 3: AI Agent as Your Assistant
See how to use AI to write follow-ups, check-ins, and FAQs that sound natural, helpful, and on-brand. Not robotic. Not corporate. Just human.
Perfect if you are :
🚀 Freelancer & Consultant
💼 Small Business Owner
🎯 Agency Team
What You Walk Away With
🔧 Relay.app workflow Template: Pre-built workflow you can plug in immediately
📋 Notion CRM Hub: Track clients, contracts, and status in one place
✉️ 7-Day Email Sequence: AI prompts included for every touchpoint
✅ Setup Checklist: Step-by-step guide so you never get lost
The Stack (Simple. Affordable. No Code.)
We'll use tools that cost less than your monthly coffee budget:
Notion or Google Workspace — your central hub for client data
Relay.app — connects everything (free tier works perfectly)
OpenAI API — the AI brain behind warm, personalized messaging
Calendly/Tidycal — booking made easy
Gmail & Google Drive — tools you already use
Tool tech stack cost: $0-20 per month
No expensive software. No complicated setups. Just smart connections.
WORKSHOP DETAILS
This is a hands-on build session, not a lecture. You'll watch us build it live, get the templates, and be able to implement it the same day.
What to Bring:
A laptop (or access to Google/Notion on any device)
Free accounts on relay.app and OpenAI (we'll walk you through setup)
One real client scenario to test with
F.A.Q
Do I need coding skills?Zero. If you can use Google Docs, you can build this.
What if I can't attend live?Replay will be available for 7 days for registered participants.
Will this work with my existing tools?Yes. We'll show you how to adapt the workflow to your stack.
⚡ Limited Spots 50 participants for quality Q&A
— Register Now
P.S. Can't make it live? Register anyway — replay available for 7 days.
## After You Register
📧 You'll receive:
- Workshop Zoom link (48hrs before)
- Pre-work checklist (optional, 10 min)
- Setup guide for Relay + OpenAI accounts