A working session on where AI actually earns its place in a client onboarding sequence — the bits that are genuinely repeatable and the bits you should never automate. Built for consultants and small agency owners who are still doing onboarding by hand and losing margin to it. Bring the steps you currently do manually; we'll map which ones go to a model and which ones stay human.
AI Workflows Clinic: Making Onboarding Run Itself
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Event
- Purpose
- To help consultants turn manual onboarding into a system without breaking the client relationship in the process.
- Starts
- Nov 4, 2026, 3:00 PM · UTC
- Ends
- Nov 4, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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