Onboard clients
fast and easy.
Create a full onboarding plan in less than 2 minutes and keep people on time with their tasks without micro managing.
No emails.
No spreadsheets.
No status calls.
Just one board. Your client opens it without an account.
YOU SEND ONE LINK.
YOUR CLIENT DOES
THEIR PART.
HOW IT WORKS
YOU SAY OR PASTE THE ROUGH PLAN.
However messy it is.
IT BRINGS IT TO LIFE.
Steps, owners, dates. Two minutes.
SHARE LINK WITH CLIENTS. NO LOGIN.
They do their part. Reminders send themselves.
Watch a full rollout come together in under a minute
DESIGN CLIENT PROJECTS DIRECTLY FROM CHATGPT.
Connect ClientOnboarding.ai to ChatGPT or Claude once. Then ask in plain English and get a straight answer from your real board — without opening anything.
“What's overdue across all my clients?”
“Who hasn't answered the brand questionnaire?”
“Where does the Trailhead rollout stand?”
Watch a project get created straight from ChatGPT
Nothing is launched, sent, or deleted from your assistant.
Us versus the usual setup.
A project tool plus a spreadsheet plus an email chain — or this.
| What matters | The usual setup | ClientOnboarding.ai | Comment |
|---|---|---|---|
| Cost | |||
| No per-person fee | — | ✓ | They bill per seat. We don't. |
| Client pays nothing | — | ✓ | No licence for your client. |
| Getting started | |||
| Plan written for you in 2 min | — | ✓ | They hand you a blank board. |
| Build the whole project from ChatGPT | — | ✓ | Describe it in ChatGPT — the client and plan appear here. |
| Working with the client | |||
| Client works from one link, no login | — | ✓ | They make clients sign up. |
| Reminders go out on their own | — | ✓ | Elsewhere you chase by email. |
| Every task has an owner and a date | — | ✓ | Dates set from your launch day. |
| What we leave out, on purpose | |||
| File uploads and storage | ✓ | — | Link your Drive and docs instead. |
| Charts, time tracking, dashboards | ✓ | — | We show what's late, today. |
WATCH IT WORK.
Live example · loopsNew onboarding
Live board · week 3
Live · client has the linkImport staff
TeamPriyaTrain front desk
ClientStaffGo-live check
TeamSam
Build templates
TeamPriya
Share EHR logins
Waiting on IT
ClientRaj
Kickoff call
TeamSamSend staff roster
ClientDanaConfirm clinic hours
ClientDana
Dana just confirmed clinic hours from her link. Your team sees it instantly.
BUILD A PRELIM PLAN IN 30 SECONDS.
You'll see the plan outline in about ten seconds — no account, nothing saved.
TRY BEFORE YOU BUY...
What you get. All of it.
- Your whole teamOthers: every seatIncluded
- Your clients. No logins.Others: guest seatsIncluded
- AI writes the planOthers: AI add-onsIncluded
- Reminders chase for youOthers: higher tiersIncluded
- Unlimited onboardingsOthers: project capsIncluded
- Reusable templatesOthers: pricier planIncluded
- Build it from ChatGPTOthers: not offeredIncluded
- Dates shift when a step runs lateOthers: you re-date by handIncluded
Whole company. One price.
No seats. No tiers. No monthly bill.
$99/year
One week from now
Happier clients. A sane team. AI does the boring stuff. You look like a rock star.
Ethical unlimited. No surprise bills.
Normal use is unlimited: teammates, clients, onboardings, reminders. Some things cost us real money, like AI. So heavy AI use has a generous allowance. Need more? Add a $99 block, only if you choose. You set the cap. We never charge past it. The only hard limits stop abuse, like bulk spam or reselling. See the fair-use policy.
Run the next one without the scramble.
Describe one rollout and see the board before you commit to anything.
Start free