$499 · Agencies & service providers · Live in 7–14 days
AI Onboarding Bot That Collects Everything From New Clients — Without the Back-and-Forth
We configure an onboarding bot around your agency: it gathers the assets, access, and brand details from each new client, chases what’s missing, and hands your team a complete, organized kit.
One-time setup · first version in 7–14 days · full refund if we can’t build it
The problem
Every new client kicks off two weeks of chasing logins, brand files, and answers. Work can’t start until it’s all in — and it’s never all in.
Why it costs you
- ✕Projects stall waiting on client inputs
- ✕Your team chases the same items every kickoff
- ✕Assets and access scattered across email threads
- ✕A messy first impression for new clients
Configured around your business
What the bot does
- ✓Sends each new client a guided intake for assets, access, and brand info
- ✓Chases missing items automatically until complete
- ✓Organizes everything into one structured kit
- ✓Flags blockers to your team
- ✓Drops the finished kit into your project tool
What your team still controls
- You define the onboarding checklist
- Your team reviews the kit before kickoff
- You decide what’s required vs. optional
After checkout
What we need from you
- →Your onboarding checklist
- →Where assets should land (Drive, Notion, etc.)
- →Your project tool
You don’t need clean systems or perfect SOPs. Send us your current process and where you want results to go — we build the first version around how your business already works.
The offer
$499 — pre-scoped, configured for you, live in 7–14 days.
One-time setup with one revision pass. If we can’t build the agreed first version, you get a full refund.
One-time setup · first version in 7–14 days · full refund if we can’t build it
Real clients
What people who’ve worked with me say
What clients say
5.0 ★★★★★ on Google
“A lot of people in the AI space focus on selling tools and hype. Lucas took the time to understand our businesses first and then provided practical solutions that could actually be implemented and create value.”
“Incredibly fast response times and a deep level of knowledge and expertise. He takes the time to explain concepts clearly and always offers practical, insightful solutions.”
“If you're looking for someone who understands both the technical side of AI and how it can be applied to drive meaningful business results, I would confidently recommend Lucas.”
“Fast, professional, and incredibly efficient. Excellent communication, creative solutions, and results that exceeded expectations.”
“Helped me understand the gaps in my business and taught me a lot of new things to move my product forward. Highly recommend him!”
“Lucas was able to help me find a solution that worked for our business needs — knowledgeable and helpful through the process start to finish.”
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