Free Lesson
Build a Claude Agent That Onboards Clients for Your Team
60 min
Nov 23, 2026 12:00 PM
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What you'll learn
Get Client Onboarding Out of One Person's Head
If the steps only live in one person's head, Claude guesses. See what it needs written down first.
Build the Onboarding Agent Live, Step by Step
I'll turn a colleague's rambling voice note about new clients into an agent your team can run. No code.
Keep Client Details Safe, With Nothing Made Up
Swap real client details for fake ones first, and see Claude ask about the gaps instead of guessing.
Why this topic matters
Turn your team's client onboarding into a process Claude runs. In most teams, one person knows how a new client gets set up: the folder, the welcome email, the kickoff, the billing. When they're off, it stalls. Give it to AI without their rules and it guesses. In this free session I'll take a colleague's rambling voice note and build it, live and with no code, into an agent your team can run. You'll leave with the template and sample files.
