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AcquisitionSkill

Client Onboarding

/client-onboarding

Full client onboarding: intelligence gathering, synthesis into Client Intelligence Package, and growth strategy generation.

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What it does

Phases 1-3 of the Client Launch Playbook.

Where it fits

Client Onboarding works the Acquisition stage of the AARRR model. How do buyers find you? Bring buyers to the door. Paid, SEO, outbound, signal-based outreach, competitive intel.

How it runs

  • The operator picks it when an experiment in your growth model needs it.
  • The agent does the work and reports back to your dashboard.
  • A human reviews the output before anything reaches a buyer.

Put Client Onboarding to work.

Book a free intro call. Tom shows you where this agent fits in your growth model and what it would run first.

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We take 3 new clients a month. One seat is left.