Kickoff Coordinator
Takes over the first-week scramble
Walks new customers through each step, sets expectations, books the kickoff and sends the welcome material.
What we build / Onboarding
Onboarding that runs itself.
New customers walked through setup in a guided conversation. Details, logins and files land where your team needs them, and the kickoff gets booked.
The onboarding agents we install.
Agents that get new customers set up and to kickoff without anyone chasing.
Conversational Intake
Takes over forms nobody finishes
Collects details, logins and requirements in a guided chat and files everything where your team needs it.
Where it breaks today
Closing the deal is the easy part. Then someone has to chase logins, files and answers, find a kickoff time and explain what happens next. When that drags, the customer's first impression is waiting.
The onboarding agents run that first week. They ask the right questions in order, nudge when something's missing, book the kickoff and send the welcome material, so your team starts with everything in hand.
Every agent starts in approve-first mode: a person signs off on its work until it has earned more room.
Audit, build, then stay on.
01 · AUDIT
A 15-minute call
We find the manual work that costs you the most and rank what to automate first.
02 · BUILD
Done-for-you install
We set up the first agents inside your current tools and test them with your team.
03 · STAY ON
Tune and expand
We keep improving what's live and add the next agent when you're ready.
Questions.
What does the customer see?
A friendly, guided conversation instead of a stack of forms. It asks one thing at a time, explains what happens next and books the kickoff when everything's in.
When does the first agent go live?
It depends on the agent and your tools. The audit call decides which agents come first, here or in another department, and you'll get a realistic timeline before you commit.
Does anything go out without my OK?
Not at first. Every agent starts in approve-first mode, and you give it more room as it proves itself.
Do we have to change our tools?
No. We connect to what you already use and you retire old tools when you're ready.
Who owns it?
You do. The accounts, automations and data stay in your name.
How much does it cost?
It depends on which agents you start with. You'll get a clear quote after the audit, before anything gets built.
The rest of your AI department.
AI marketing →Content, social, search and email, written every week.AI sales →Every lead called, followed up, booked and confirmed.AI delivery →First drafts, check-ins and reports, without the overtime.AI retention →Customers kept, reviewed and grown.AI operations →Inbox, billing and team questions off the owner's desk.AI custom builds →Internal tools, portals and an assistant that sounds like you.The whole system →All 27 agents, department by department, on one page.