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#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

How it works
  1. 1Agreement signed
  2. 2Welcome SMS and email
  3. 3Forms collected
  4. 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
Compliance
low risk

Customer details stay private. Consent for every text.

Full compliance sheet

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