Agency Client Onboarding
Client Onboarding Checklist and Intake Form for Agencies. A public intake form starts each client's onboarding: a 12-step checklist with due dates and a kickoff agenda. Free to clone.
Agency Client Onboarding is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Kickoff. Its automations include Client went Live: onboarding recap, New client intake: agenda and email and Weekday 9 AM overdue steps email.
by @john
What you can do with Agency Client Onboarding
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Agency Client Onboarding works
- Client went Live: onboarding recap: when a client is set to Live, then Kickoff writes the recap and Post the recap as a comment.
- New client intake: agenda and email: when a new client is added, then Kickoff drafts the agenda and Post the agenda as a comment.
- Weekday 9 AM overdue steps email: when Every weekday at 9 AM, then Kickoff lists overdue steps and Email me the overdue list.
Built with Taskade Genesis
- Category: Forms
- AI agents: Kickoff
- Automations: Client went Live: onboarding recap, New client intake: agenda and email, Weekday 9 AM overdue steps email
- Workspace: 4 projects, 2 AI agents, 3 automations