AutoPilotOnboard

Contract signed. Client live.
90 seconds.

The moment a new client signs, AutoPilotOnboard triggers an intake form, AI-drafted contract, e-signature request, project creation in your task manager, team notification, and welcome email. All done. All branded. All automatic.

Request a Demo Included in Growth →
Done-for-you setupLive in 48 hoursIncluded in GrowthCancel any time
90s
Average onboarding time
8hrs→10m
Before and after (agency case)
100%
Consistency - every client, same process
0
Contracts lost to email chains
The problem

Why this matters
more than you think.

⏰
New client onboarding takes 2–4 hours every single time

Intake forms over email, chasing signatures, setting up the project manually, writing the welcome email - all robot work.

New clients judge your business in the first 48 hours

A slow, chaotic onboarding tells clients their project will be slow and chaotic.

Onboarding varies depending on who's doing it

When onboarding is manual, it's inconsistent. Some clients get the full experience, some get a rushed version.

Contracts are drafted slowly and signed even slower

Email-based contract processes introduce 3–5 day delays.

What's included

Everything AutoPilotOnboard does
for your business.

Branded intake forms

Professional, custom-designed intake forms - not Google Forms. Triggered automatically.

AI contract drafting

Contract drafted from your templates and the intake form data. Sent for e-signature automatically.

E-signature built in

DocuSign-style e-signature embedded. Signed, countersigned, and filed automatically.

Project creation

New project created in Asana, ClickUp, or Monday with the right tasks and deadlines.

Welcome email sequence

Branded welcome email sent immediately. Second email with project details 24 hours later.

Team notification

Your team notified immediately with intake form summary and AI-generated client brief.

Real result

What it actually delivers.

"We were spending 8 hours per new client on setup. AutoPilotOnboard cut that to under 10 minutes. Our clients think we completely transformed our agency. We literally just turned on a tool."

SM
Sarah Mitchell
Founder, Digital Agency · London
⏱ 8 hours → 10 minutes per client
FAQ

Common questions
about AutoPilotOnboard.

Most clients are live within 48 hours of the onboarding call. Our team handles all configuration and testing. You approve the setup before anything activates.
No. If you can send an email, you can work with us. You tell us about your business on a 30-minute onboarding call. We handle every technical step.
Email us. We update your agents within 24 hours. That's part of what the monthly retainer covers - ongoing management, not just initial setup.
AutoPilotOnboard is included from the Growth plan. See full pricing →

Not answered? Email us directly →

AutoPilotOnboard starts working
from day one.

Request a Demo. Included in the Growth plan. Our team sets it up. You approve it. It runs.

Request a Demo
Request a DemoClear, transparent pricing Dedicated onboarding supportLive in 48 hours