Customer Operations · 5x faster onboarding
A client onboarding agent that gets new accounts live in days.
Your agent runs the entire onboarding process — intake form, contract, kick-off scheduling, asset collection, account setup — and keeps clients moving when they go quiet.
Overview
What this agent does
RunMyAgents builds a client onboarding agent that turns a messy, multi-week kickoff into a tight, predictable process. It collects intake info, sends contracts, follows up on missing assets, and updates your CRM and project tools as steps complete.
The problem
Why this is painful without an agent
- New clients sign up excited and then go silent for three weeks.
- Your team spends hours chasing logins, contracts, and brand assets.
- Every kickoff is reinvented; quality and timelines are inconsistent.
- By the time onboarding is done, the client has cooled on the project.
Our solution
How the agent solves it
Your agent runs a structured onboarding flow tailored to your business. It sends the welcome email, requests intake information, dispatches the contract, schedules the kickoff call, chases missing assets, and updates your CRM and PM tool at every step — without your team chasing.
Outcomes
What you can expect
5x faster time-to-live
Clients hit kickoff in days instead of weeks because nothing waits on a human reminder.
Consistent, on-brand experience
Every client gets the same polished onboarding — no matter who 'owns' the account.
Hours saved per onboarding
Your team stops chasing assets and starts doing the work clients hired you for.
Who it's for
Businesses that get the most from this agent
- Agencies and consultancies onboarding new accounts
- SaaS companies running high-touch implementations
- Service businesses with structured kickoffs
- B2B suppliers needing client paperwork and credentials
Integrations
Plugs into the tools you already use
- HubSpot
- Salesforce
- Pipedrive
- Asana
- ClickUp
- Notion
- Linear
- DocuSign / PandaDoc
- Stripe
- Google Drive
Don't see yours? We connect to almost anything with an API. Ask us in the discovery call.
How it works
Three steps to a working agent
We document your onboarding
Steps, owners, assets needed, contract templates, intake questions, deadlines — we turn your kickoff process into a clear playbook.
We automate the chase
The agent sends emails, requests info, follows up on what's missing, and only escalates to your team when it should.
It updates your tools
CRM, project management, billing, drive — everything stays current automatically.
Example workflow
A real-world scenario
Tuesday: a deal closes in HubSpot. Within minutes, the agent emails the new client a welcome, sends the contract via DocuSign, books the kickoff call, and creates a project in Asana with all owners assigned. Wednesday: the client hasn't returned the brand-assets form, so the agent nudges them. Friday: contract signed, assets in, kickoff confirmed, internal Slack channel created, billing initiated in Stripe. Your team turns up to a kickoff that's actually ready.
FAQ
Common questions about client onboarding
How customised can the onboarding be?
Fully. Different clients can hit different onboarding flows based on plan, service, or industry. We capture the variants in your playbook.
Does it handle contracts and signatures?
Yes — we integrate with DocuSign, PandaDoc, HelloSign, or any contract tool with an API or email-based flow.
What about employee onboarding?
Same playbook structure — common variants include IT provisioning, paperwork, training schedules, and first-day comms. Mention it in the discovery call.
Can the agent update our project tool too?
Yes. Asana, ClickUp, Notion, Linear, Jira and others are supported.
Ready to put client onboarding on autopilot?
Book a free 45-minute discovery call. We'll tell you whether this agent fits your business — and if so, how quickly we can have it live.