June 12Jun 12 #149 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/ Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... I keep hearing about AI onboarding but I have not seen anyone actually do it well for a service business. Has anyone here automated their intake process without it feeling robotic? What tools are you using?
June 12Jun 12 #150 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/#findComment-150 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... I automated my scheduling, intake form, and initial resource delivery. The AI does not replace the welcome. It just handles the logistics so I can focus on the relationship.
June 12Jun 12 #151 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/#findComment-151 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... I tried full automation and it felt cold. Now I use AI for the form and scheduling but I record a personal welcome video for every client. Hybrid approach works best.
June 12Jun 12 #152 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/#findComment-152 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... Most clients do not want automation. They want to feel like you are paying attention. If you automate the parts that waste time and keep the parts that build trust, you get the best of both.
June 12Jun 12 #153 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/#findComment-153 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... I love the hybrid idea. I was thinking it had to be all or nothing. Using AI for logistics and keeping the personal touch for the relationship makes way more sense.
June 23Jun 23 #1054 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/#findComment-1054 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... Automated my invoice follow-ups. Payment speed improved from 14 days to 6 days average. Cash flow matters.
June 23Jun 23 #1104 Link to comment https://community.webinsiders.com/topic/52-has-anyone-actually-automated-client-onboarding-with-ai/#findComment-1104 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... Notion is my second brain. Projects, content, finances, goals. One tool to rule them all. Took 20 hours to set up. Worth it.
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.