AI TRAINING
AI for Client Onboarding at Small Firms
Automate intake forms, briefing docs, and welcome sequences so onboarding takes hours, not days.
What it covers
This hands-on workshop teaches small professional-services teams how to use AI tools to streamline the full client onboarding journey — from intake form to signed brief. Participants build ready-to-use templates for document-request checklists, kickoff-deck drafts, welcome email sequences, and internal handover packs. The format combines short demos with guided build sessions so every attendee leaves with working assets. No coding background is required; the focus is on prompt craft and workflow design using accessible AI tools.
What you'll be able to do
- 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
Topics covered
- 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.)
Delivery
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.
What makes it work
- 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
Common mistakes
- 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
When NOT to take this
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.
Providers to consider
Sources
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