Automating onboarding without losing the personal touch
Between yes and the first appointment sits a week of mess at most companies. How to automate that chain without it turning cold.
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Between yes and the first appointment sits a week of mess at most companies. How to automate that chain without it turning cold.
Yes, a workbook or checklist is exactly the kind of work a system is good at. Why most AI-made lead magnets still don't work, and what it costs with us.
After a phone call, a note appears in the right file within minutes, with the agreements as tasks. Why this is one of the most boring and most useful applications, and where it goes wrong.
AI can write the structure, the description of the work and the neat phrasing of your quote. What you offer and at what price remains yours, which is why the line is drawn precisely at the send button.
A system reads what comes in and drafts a reply in your own mailbox; you read it, adjust it and send it. It's the place where you'll know within two weeks whether this works for you.
There are two of us, and two AI agents running alongside, one of which is actually running and the other still only exists on paper. What they do, what they're explicitly not allowed to do, and where the headline above doesn't hold up.