# 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.

***

### 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](https://internal-docs.theentourageai.com/ai-roadmap/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`

   ```markdown
   # 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
   ```

***

### 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"

***

### 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
```

***

### 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](https://internal-docs.theentourageai.com/ai-automator/credential-request)