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Agent 06 OS · L04 · L05

Onboarder Agent

Closed deal → instant onboarding

Closes deal → kickoff scheduled, assets collected, intro emails sent — before the customer asks. Triggered the second a contract is signed. Handles everything between "yes" and "kickoff call" — calendar coordination, asset collection forms, intro emails, dedicated Slack channel creation, first-week milestones. Reduces time-to-value by 70%.

Performance · across active deployments

< 30s
Time from signature to onboarding live
-70%
Time-to-value reduction
+92%
Onboarding-complete rate
Branded
Customer-facing experience
How it works

The mechanism, in 4 layers.

Contract trigger
Fires on DocuSign signature event. Within 30 seconds, sequence is live.
Multi-step onboarding
Kickoff call scheduled (calendar API), asset collection form sent (custom branded), intro emails to project team, Slack channel created, internal handoff doc generated.
Engagement-tier branching
Different onboarding paths for Starter vs Growth vs Scale. Growth includes a personal welcome video from Adam.
Customer-side automation
Tier-specific onboarding checklist personalized to the customer. They see exactly what's needed from them and when.
Wired into

Integration stack.

DocuSign / Stripe (trigger)GoHighLevel calendarSlack (channel creation)Notion (project workspace)Loom (welcome video)
Knowledge base sources

What the agent reads.

Onboarding checklists per tierAsset collection templatesWelcome email libraryInternal handoff doc template
Example in production

One real interaction.

Input
New client signs Growth-tier MSA at 2:14 PM.
Output
By 2:14:30 PM: kickoff call booked for Monday 10am, asset collection form sent ("Send us your top-3 sales call recordings + brand voice samples"), Slack channel #client-vertex-ai created with team members added, intro email from Adam sent with Loom welcome (recorded from a library of templates with their name personalized), Notion workspace shared with onboarding checklist.
Live in production at

3 case studies that feature this agent.

11-day kickoff-to-live
Lifehack
→ View case study
Membership site onboarding
Vanessa Loder
→ View case study
Full coaching client flow
Luke Halliday
→ View case study

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"Incredible consultation. Have all my questions answered and got exactly what I was looking for. Looking forward to doing more consults in the future."

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Ready to deploy this agent?

Ship onboarding that doesn't require you.

Every Growth and Scale engagement ships with the full 8-agent fleet — including this one. Adam personally tunes each agent to your brand voice and ICP.

Apply for Q3 2026 → See all 8 agents