FORMATION IA
L'IA pour l'onboarding client dans les petites structures
Automatisez formulaires d'entrée, briefs et séquences d'accueil pour réduire l'onboarding de plusieurs jours à quelques heures.
Ce qu'elle couvre
Cet atelier pratique apprend aux équipes de petites structures de services professionnels à utiliser l'IA pour fluidifier tout le parcours d'intégration client, du formulaire d'entrée au brief validé. Les participants construisent des modèles prêts à l'emploi pour les listes de documents requis, les présentations de lancement, les séquences d'e-mails de bienvenue et les dossiers de passation interne. Le format alterne démonstrations courtes et sessions de construction guidées, afin que chaque participant reparte avec des livrables opérationnels. Aucune compétence en programmation n'est requise.
À l'issue, vous saurez
- Design an intake form whose outputs can be fed directly into an AI prompt to produce a client brief
- Write a prompt chain that drafts a customised kickoff presentation from a completed intake form
- Build a reusable document-request checklist template that adapts to different client engagements
- Create a three-email AI-assisted welcome sequence personalised to client context
- Produce an internal handover pack template that captures all critical client information consistently
Sujets abordés
- Designing AI-assisted intake forms that auto-generate structured briefs
- Drafting kickoff decks with AI from a completed intake
- Building document-request checklists tailored to client type
- Automating personalised welcome email sequences
- Creating internal handover packs for consistent client transitions
- Prompt-writing fundamentals for onboarding workflows
- Choosing the right AI tools for small-team budgets (ChatGPT, Claude, Notion AI, etc.)
Modalité
Delivered in-person or live-online (half-day, 6–8 hours). Roughly 30% demonstration and 70% hands-on build time. Participants work on real or anonymised client scenarios they bring to the session. Materials include a prompt library, template starter pack, and a tool-selection cheat sheet. A follow-up 60-minute Q&A call at 30 days post-workshop is recommended and can be added as an option.
Ce qui fait que ça marche
- Starting with one real upcoming client onboarding as the workshop use case anchors learning immediately
- Agreeing on a shared prompt library stored in a team wiki so outputs stay consistent across colleagues
- Reviewing and iterating templates after the first three live uses before treating them as finalised
- Pairing AI-generated drafts with a brief human review step to maintain the firm's voice and accuracy
Erreurs fréquentes
- Using generic AI prompts that produce bland, impersonal briefs requiring heavy manual editing anyway
- Trying to automate the entire onboarding at once instead of tackling one high-friction step first
- Forgetting to sanitise sensitive client data before pasting into public AI tools, creating compliance risk
- Building templates in isolation without involving the team members who actually run onboarding
Quand NE PAS suivre cette formation
This workshop is not the right fit for a firm that has no repeatable onboarding process yet — if each client engagement is entirely bespoke with no common steps, participants will struggle to apply the templates and should first standardise their manual process before introducing AI automation.
Fournisseurs à considérer
Sources
Cette formation fait partie d'un catalogue Data & IA construit pour les leaders sérieux sur l'exécution. Lancez le diagnostic gratuit pour voir quelles formations sont prioritaires pour votre équipe.