5. Onboarding Call

Onboarding Call

Outcome: Client feels confident about the journey, understands what's ahead, ALL calls booked upfront Trigger: Onboarding call time arrives Duration: 30 min

Quick Reference

Step	Action	Time
1	Pre-call prep	5 min
2	Intros + set agenda	3 min
3	Light discovery (main problem to solve)	5 min
4	Show journey slideshow	7 min
5	Book ALL calls	7 min
6	Q&A + reassurance	3 min
7	Post-call follow-up	10 min

Purpose: Friendly overview, light discovery ("what's the main thing we're solving?"), provide reassurance, and book all calls.

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Full Guide

Pre-Call (5 min)

Open:

• Client folder

• Proposal (for reference)

• Journey slideshow

• Calendar (to book calls)

Call Agenda (20 min)

Section	Time	Focus
Intros	3 min	Who's on call, set agenda
Light Discovery	5 min	"What's the main thing you're hoping we solve?"
Journey Overview	7 min	Show package-specific slideshow
Book ALL Calls	7 min	Schedule full journey now
Q&A + Reassurance	3 min	Answer questions, make them feel confident

Light Discovery

This is NOT a deep dive -- that's what the Discovery Call is for.

Ask:

• "What's the main thing you're hoping we solve?"

• "Any particular pain point that's top of mind?"

Goal: Understand their primary motivation and provide reassurance that we've got them covered.

Journey Slideshows

AI Roadmap Package (3-4 weeks):

• 7 slides covering discovery → delivery

• materials/journey-slideshows.md for spec

AI Automator Package (12 weeks):

• 10 slides covering discovery → go-live → maintenance

• materials/journey-slideshows.md for spec

Book ALL Calls Upfront

AI Roadmap Package:

Week	Call	Duration
1	AI Roadmap Discovery	60 min
4	Roadmap Delivery	45 min

AI Automator Package:

Week	Call	Duration	Purpose
1	Credential Request	30 min	Get all credentials configured
1	AI Roadmap Discovery	60 min	Strategic discovery
2	SOP Workshop	90 min	Process deep-dive
3	Technical Blueprint Review	60 min	Architecture sign-off
4-10	Weekly Check-ins (optional)	30 min	Progress update
11	UAT Kickoff	60 min	Client testing handoff
12	Sign-Off	45 min	Final approval

Booking tips:

• Book all in one sitting during this call

• Use client's preferred day/time consistently

• Add to Google Calendar with Meet/Zoom links

• Include call purpose in calendar description

• Weekly check-ins are optional - mention this to client

Post-Call (10 min)

1. Create notes file: clients/{kebab-name}/context/calls/onboarding-call-{DATE}.md

   # Onboarding Call - {Client Name}
   Date: {DATE}
   Attendees:
   
   ## Main Problem to Solve
   {What they said during light discovery}
   
   ## Calls Booked
   - [ ] Credential Request: {date}
   - [ ] AI Roadmap Discovery: {date}
   - [ ] Workshop: {date}
   - [ ] Blueprint Review: {date}
   - [ ] Check-ins: {weekly day/time} (optional)
   - [ ] UAT: {date}
   - [ ] Sign-Off: {date}
   
   ## Notes
   {Any questions or concerns raised}

2. Send follow-up email:

   /create:email {CODE} --type post-onboarding

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Providing Reassurance

Throughout the call, make the client feel confident:

• "We've done this many times - you're in good hands"

• "The deep dive happens in the AI Roadmap call - today is just the overview"

• "If any dates don't work, we can always move them"

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Email Templates

post-onboarding

When to send: Within 24 hours of onboarding call Command: /create:email {CODE} --type post-onboarding

Subject: Great Meeting You - All Calls Booked! 🎉

Hi {Name},

Loved meeting you today! Here's a quick recap:

YOUR CALLS ARE BOOKED
All your sessions are in the calendar - you'll get invites shortly. Here's the lineup:
- AI Roadmap Discovery: {Date}
- SOP Workshop: {Date}
- Technical Blueprint Review: {Date}
- Weekly Check-ins: {Day/Time} (optional)
- UAT: {Date}
- Sign-Off: {Date}

If you need to move any, just let me know :)

NEXT UP
Your AI Roadmap Discovery call is {Date}. We'll dive deep into your processes and pain points then.

Questions before then? Just reply.

Excited for the journey ahead!

Cheers,
{Your Name}
AI Solutions Engineer
The Entourage AI

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Verify

• Journey slideshow presented

• Light discovery captured (main problem to solve)

• ALL calls booked in calendar

• Client knows next call date (AI Roadmap Discovery)

• Client feels confident and reassured

• Notes file created

• Follow-up email sent within 24h

Next: Credential Request