domains / families / business / client-onboarding-agent

client-onboarding-agent

separate

Client onboarding and business diagnostic framework for AI agent deployments. Covers 4-round diagnostic process, 6 constraint categories, deployment SOP with completion contracts, tiered advisory mode for new automations, and the 6-week sell narrative. Use when onboarding new clients for agent deployments or managed automation services. NOT for self-service SaaS onboarding or consumer products.

When to use

• onboarding new clients for agent deployments
• managed automation services
• 4-round diagnostic process
• constraint identification
• deployment SOP
• tiered advisory mode
• 6-week sell narrative

When not to use

• self-service SaaS onboarding
• consumer products

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