#36 · RetentionAI Front Desk
Customer onboarding
A welcome sequence that answers questions before they are asked.
The moment a client signs, they get a welcome text and email, the forms they need and a clear "what happens next". Fewer confused calls, faster starts.
Signed → welcome → forms → "what happens next"
Evergreen Pest · new quarterly-plan customer
InboxNew customer · Ms. Lee
Emails appear here
Xperience Studios· workflow live
Automation activity appears here
How it works
- 1Agreement signed
- 2Welcome SMS and email
- 3Forms collected
- 4Next steps explained
The problem it fixes
Confused new clients and slow starts.
Best for
- Pest control
- Cleaning services
- HVAC memberships
- Auto repair
Evidence
Fewer support calls.
No hard data yet
How we build it
Platform
Included in
AI Front Desk
$1,499 / month
Also in Retention & repeat revenue
Services that pair well with this one.
Want customer onboarding running for your business?
Start with a free 30-day missed-call audit. We will show you what it is worth before you spend anything.
No contract for the audit. We show you the lost calls first.
- Simulated demo with sample data
- One monthly price per package
- Not legal advice