Client Onboarding Agent

Framework for onboarding new clients into AI agent deployments. This isn't a sales process — it's a diagnostic process. You're figuring out what's broken, what can be automated, and what the constraints are before you promise anything.

The 4-Round Business Diagnostic

Every client engagement starts with four rounds of structured discovery. Each round has a specific purpose and produces a specific artifact. Do not skip rounds. Do not combine rounds.

Round 1: Pain Points and Current Tools

Purpose: Understand what hurts and what they're already using.

Duration: 30-60 minutes

Questions to ask: