B2B Agents: Onboarding that makes you look enterprise

Subject (email): Deliver value before Day 1: the Onboarding OS
Preview: Capture deep context → generate 15+ strategies → pre-build SOPs, tasks, and assets automatically.

Why this matters

Most agencies still “start work” after the invoice clears. Systemized agencies start delivering before kickoff: strategy docs, SOPs, tasks, folder structure, even tailored AI agents—auto-generated from a single intake. That gap is why one agency charges $25K where another stalls at $3K (Echo Marketing: “We need to scale without hiring”).

What the system actually does

Trigger: A new client signs (or an internal “Qualified” status flips in your CRM).

1) Context Capture – Dynamic Intake

• One form collects ICP, offers, current stack, channels, constraints, KPIs, risks, approvals.

• Branching logic requests evidence (decks, contracts, logins) only when needed.

2) Strategy Engine – 15+ Personalized Playbooks

• Prompts synthesize the intake into: Go-to-Market, Offer, Messaging, Funnel, Content, Ads, SEO, CS Ops, RevOps, Success Metrics, and Risk Mitigation.

• Each playbook references their stack and constraints—no generic fluff.

3) Workspace Auto-Build

• Google Drive: Creates a nested folder system per client (Contracts, Strategy, SOPs, Creative, Reporting).

• Docs/Sheets: Writes strategy docs, KPI sheets, and meeting notes with prefilled client data.

• PM (ClickUp/Airtable): Generates a 6–8 week roadmap with owners, due dates, and dependencies.

4) Data Sync & Identity Graph

• Client profile + key fields (ICP, goals, risks, approvals) propagate to CRM, PM, Docs, and Support desk. No duplicate typing.

5) AI Agent Enablement

• Seeds client-specific agents (e.g., “Campaign Brief Agent,” “SOP Drafter,” “QA Checklist Agent”) with the context pack created above.

6) Delight Layer

• Auto-suggests a welcome gift (books, merch, or SaaS credit) mapped to the buyer’s persona and interests.

Architecture (high level, tool-agnostic)

• Intake: Form app (Typeform/Jotform) → webhook

• Orchestration: n8n/Make routes data; calls LLM for each playbook; writes to storage

• Storage: Google Drive + Docs/Sheets

• Execution: ClickUp/Airtable tasks & views

• Sync: CRM + Support via APIs

• LLM: “Strategy → SOP → Tasks” prompt chain with guardrails and client constraints

What “Day 0” feels like to the client

• Signed today. Within 30–60 minutes they receive:

  • A read-through strategy doc with 15+ targeted plays

  • A Drive they can browse (contracts, strategy, SOPs, creative folders)

  • A PM board already loaded with their roadmap

  • A kickoff agenda that references their exact stack and KPIs

Numbers you can expect (composite benchmark)

• TTV (time-to-value): from ~10–14 days → <48 hours

• Kickoff duration: 90–120 min → 45 min (no re-asking info)

• Scope clarity: change requests in week 1 → near-zero (risks documented upfront)

• Close-rate uplift: +10–25% on proposals when you demo the OS in your sales call

(Your mileage varies; these are realistic ranges from production use.)

Get the system

Unlock the Onboarding OS package:

• n8n JSON workflow (intake → strategy → SOPs → PM → sync)

• All Agents Prompts

• Form schema in JSON

• Setup Guide

Pay what you want:

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