Client onboarding on autopilot.

An AI-powered system that turns every new client into a done-for-you onboarding. Welcome emails, intake, kickoff agenda, and next-steps roadmap, generated in minutes instead of hours.

Every new client means the same manual scramble: rewriting the welcome email, rebuilding the intake form, piecing together a kickoff agenda. The Onboarding Engine ends that. Give it a client's name, your offer, and a start date, and it generates a personalized, ready-to-send onboarding set, every time.

  • The Onboarding Engine: a ChatGPT custom GPT pre-loaded with a proven onboarding system, plus a Claude Skill version

  • Copy-paste prompt pack that works in any AI tool, no setup needed

  • Editable template scaffold: intake form, 5-email welcome sequence, contract, kickoff agenda, client roadmap, and resource checklist

  • 5-minute setup walkthrough plus a 1-page quick-start

The Onboarding Engine

$39.99

one-time. Yours forever, updates included.

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Still Have Questions?

Do I need to be technical?

No. Copy, paste, done. The 5-minute setup walkthrough shows you exactly where everything goes.

Which AI tools does it work with?

ChatGPT (as a custom GPT), Claude (as a Skill), or any AI tool via the copy-paste prompt pack. A free ChatGPT or Claude account works to start.

What happens after I purchase?

Instant access. You'll get an email with the engine, the prompt pack, all templates, and the quick-start guide.

Can't I just use ChatGPT for this myself?

You can, and you'll spend an hour engineering prompts and still get generic results. The Engine is a proven system that already knows what great onboarding looks like. You're buying the result, not raw prompts.