About this Event
AI Client Onboarding Lab
Build a Smoother Start-to-Delivery Workflow
A customer says yes.
Then the real work begins.
Someone has to collect the right information.
Documents need to arrive.
Expectations need to be confirmed.
Internal tasks need to be assigned.
The customer needs to know what happens next.
And the people delivering the work need the same version of the story.
For many small businesses, this is where unnecessary friction begins.
Information lives in email.
Notes sit in different documents.
Customers answer the same questions twice.
Team members miss context.
And the business spends valuable time manually chasing information that should already be organized.
AI Client Onboarding Lab is a practical implementation workshop for small and medium-sized businesses, startups and independent professionals who want to build a smoother system from:
SIGNED CLIENT → INTAKE → INTERNAL HANDOFF → KICKOFF → DELIVERY READY
This is not a lecture about artificial intelligence.
It is not a software demo.
And it is not about replacing customer relationships with automation.
Participants will use practical AI tools and workflow frameworks to reduce repetitive administration while keeping important business judgment and customer communication under human control.
9:40 AM–10:00 AM
Doors, Check-In & Laptop Setup
Connect to Wi-Fi and choose one onboarding workflow to improve.
10:00 AM–10:15 AM
Where Client Onboarding Breaks
Identify the difference between customer experience problems and internal admin problems.
10:15 AM–10:50 AM
Sprint 1 — Map the Current Workflow
Document your current start-to-delivery process.
10:50 AM–11:25 AM
Sprint 2 — Build Smart Intake & Summary
Create a structured client intake and AI-assisted internal summary.
11:25 AM–11:35 AM
Break & Troubleshooting
11:35 AM–12:10 PM
Sprint 3 — Build the Internal Handoff
Define ownership, information requirements and exception rules.
12:10 PM–12:40 PM
Sprint 4 — Customer Next-Step Sequence
Build clear onboarding and status communications.
12:40 PM–1:05 PM
Workflow Stress Test
Run one realistic customer case through the complete system.
1:05 PM–1:20 PM
14-Day Implementation Plan
Choose what will be implemented first.
1:20 PM–1:30 PM
Final Review & Resource Handoff
Event venue & nearby stays
BLANKSPACES Santa Monica Main Coworking Office Space, 3110 Main Street, Santa Monica, United States
Concerts, fests, parties, meetups — all the happenings, one place.