Onboard new clients with an AI coworker
Client onboarding is where lean teams either look premium or look improvised. Duet turns a signed deal into a clean kickoff: welcome email, intake form, shared workspace, calendar invite, asset checklist, and first-week follow-up. The client feels like you have a bigger team than you do.
How Duet runs this with review rules.
Trigger from a signed deal or payment
Duet watches Stripe, HubSpot, Attio, Pipedrive, DocuSign, or a manual approval. When a deal closes, it starts the onboarding workflow with the client, plan, scope, and owner already attached.
Send the kickoff email
Duet drafts the welcome note in your voice, introduces the working rhythm, links the intake form, and explains exactly what happens next. No blank-page kickoff every time a client signs.
Collect the right assets
Brand files, logins, analytics access, audience notes, deadlines, legal constraints, invoice details — Duet asks for what this client needs, not a generic bloated intake form.
Create the workspace and first tasks
Duet creates the Notion, Linear, Asana, ClickUp, Google Drive, or Slack workspace from your template, fills in the client details, assigns owners, and opens the first-week tasks.
Book kickoff and chase missing inputs
Duet schedules the kickoff call, sends reminders, and follows up on missing assets without you becoming the project manager before the project even starts.
Send the first-week status brief
After the first week, Duet summarizes what was received, what is blocked, what shipped, and what the client needs to do next. The relationship starts with momentum instead of confusion.
This job fits these roles.
Browse the persona axis to see the rest of the work each role hands off — the same job ladders into adjacent ones once Duet knows your business.
Long-tail playbooks that lean on this job.
Common questions about handing this off.
Can Duet customize onboarding by package or client type?
Yes. Different packages can trigger different forms, workspaces, kickoff agendas, and asset requests. A lightweight audit and a full retainer should not get the same onboarding flow.
Which project tools can it set up?
Duet can set up project spaces through native skills, Composio, APIs, shared folders, CSV, or custom wiring depending on the tool. For Notion, Google Drive, Slack, Linear, Asana, ClickUp, Trello, Airtable, or client portals, scope the exact create/update permissions during setup.
Will the client know an AI is coordinating onboarding?
Only if you want that to be explicit. Many teams use Duet behind the scenes to draft, create, and chase, while the messages still come from the business in a consistent voice.
How does Duet avoid asking clients for things twice?
It stores what the client already provided, checks the workspace before preparing reminders, and only asks for missing items. The follow-up is specific: the logo is in, analytics access is still missing.
Can it handle compliance or legal steps?
Yes, as a checklist and routing layer. Duet can collect documents, send the right forms, and escalate legal review, but it does not make legal judgments without a human owner.
Is this only for agencies?
No. Agencies benefit immediately, but consultants, service businesses, software onboarding teams, and ops-heavy founders use the same pattern: trigger, collect, create workspace, follow up.
Hand client onboarding to Duet today.
Start with one connected workflow, then let Duet run the recurring pieces from your workspace.