Agency Client Onboarding Automation - Sweeny Studio | Autonomous AI Employees For Agencies

Use Cases

Agency Client Onboarding Automation

Agency Client Onboarding Automation

Turn 4 hours of client onboarding into 30 minutes. Our AI Employee handles everything automatically — saving you 72% of the time.

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The Hidden Costs of Manual Onboarding

Every manual step in your client onboarding process is costing you time, money, and client satisfaction. Here's what agencies struggle with most:

The Hidden Costs of Manual Onboarding

Chasing clients for logos, brand guidelines, and project assets wastes 90 minutes per onboarding. Missing files delay project kickoffs and frustrate both teams.

The Hidden Costs of Manual Onboarding

Chasing clients for logos, brand guidelines, and project assets wastes 90 minutes per onboarding. Missing files delay project kickoffs and frustrate both teams.

The Hidden Costs of Manual Onboarding

Chasing clients for logos, brand guidelines, and project assets wastes 90 minutes per onboarding. Missing files delay project kickoffs and frustrate both teams.

Incomplete Questionnaires

Client intake forms are often half-finished or contain unclear requirements, leading to scope creep and revision rounds that could have been avoided.

Incomplete Questionnaires

Client intake forms are often half-finished or contain unclear requirements, leading to scope creep and revision rounds that could have been avoided.

Incomplete Questionnaires

Client intake forms are often half-finished or contain unclear requirements, leading to scope creep and revision rounds that could have been avoided.

Project Setup Bottlenecks

Once assets and requirements are validated, the AI Employee automatically creates organized ClickUp tasks, sets up dedicated Slack channels, and populates project folders with proper naming conventions.

Project Setup Bottlenecks

How Our Client Onboarding AI Employee Works:

01

Intelligent Asset Collection

The AI Employee sends personalized follow-up emails to clients, automatically detecting when files are uploaded and validating format requirements. No more chasing missing brand assets.

01

Intelligent Asset Collection

The AI Employee sends personalized follow-up emails to clients, automatically detecting when files are uploaded and validating format requirements. No more chasing missing brand assets.

01

Intelligent Asset Collection

The AI Employee sends personalized follow-up emails to clients, automatically detecting when files are uploaded and validating format requirements. No more chasing missing brand assets.

02

Smart Questionnaire Scoring

Advanced prompts analyze client responses for completeness and clarity, flagging potential scope issues before they become problems. Incomplete sections trigger targeted follow-up questions.

02

Smart Questionnaire Scoring

Advanced prompts analyze client responses for completeness and clarity, flagging potential scope issues before they become problems. Incomplete sections trigger targeted follow-up questions.

02

Smart Questionnaire Scoring

Advanced prompts analyze client responses for completeness and clarity, flagging potential scope issues before they become problems. Incomplete sections trigger targeted follow-up questions.

03

Automated Project Setup

03

Automated Project Setup

03

Automated Project Setup

04

Stakeholder Notifications

All relevant team members receive structured notifications with client context, project scope, and next steps — ensuring nothing falls through the cracks.

04

Stakeholder Notifications

All relevant team members receive structured notifications with client context, project scope, and next steps — ensuring nothing falls through the cracks.

04

Stakeholder Notifications

All relevant team members receive structured notifications with client context, project scope, and next steps — ensuring nothing falls through the cracks.