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Client Onboarding

Build a client onboarding plan, welcome email, and intake checklist for your service.

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Client Onboarding

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Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Plan facts, refunds, and privacy
  • Agents provide AI-generated text assistance. They do not send messages, connect to your accounts, process uploaded files, or create finished media files.
  • Usage limits and service availability apply. Access does not promise unlimited use or guaranteed results.
  • Chat connection safeguard: 50 counted session openings per account, shared across Agents. The counter resets one hour after the last counted opening.
  • At the limit, another session opening is refused until the counter resets. An unsuccessful connection attempt can still count.
  • Opening a session is different from sending a message. This safeguard is not a message allowance. Usage and availability limits may also apply within a conversation.
  • The individual-Agent and all-Agent plans use the same account-wide connection safeguard. Opening an Agent chat requests a session; refreshing, opening another tab, or reconnecting can request another. Revising in an already connected conversation does not itself call this session-opening endpoint.
  • A refused opening does not add to the count or extend its reset. When the reset time is available, the workspace shows when to try opening the Agent again. The connection safeguard does not specify how many useful drafts or messages a subscription includes.
  • Manage future renewals in Account & Billing → Subscriptions. Cancellation and a refund are different actions.
  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
  • Your prompts and relevant context are sent to the enabled AI service to generate a response. Avoid confidential, regulated, highly sensitive, or unnecessary personal information. Retention and deletion depend on the service and provider; read the Privacy Policy before sharing work.
  • For billing or access help, email help@ai-gen.co. Include your account email, order number, Agent name, and a short description of the issue. Do not send passwords, payment-card details, or confidential prompts.
  • If a payment has already been taken but access is missing, review your existing order and contact support before buying again. Report duplicate charges or billing errors through the same route. Any remedy follows the billing policy and applicable law.

Billing & Cancellation · Privacy Policy · Terms of Use

For freelancers and independent service providers, map what happens from a client’s yes to the start of work. Set out each step, who handles it, and when it happens; write a welcome email with next actions and expectations; and make an intake checklist that gathers the information your project needs. Leave with a repeatable onboarding sequence and client-ready materials you can adapt for each new engagement.

What it writes

  • Client onboarding steps with timing and owners
  • Welcome email with expectations and next actions
  • Client intake checklist for your service

How to use it

In your first message, name your service, what happens after a client says yes, and the information you need before starting. Include real timing and communication channels so the sequence fits your workflow.

This workspace provides text assistance.

What you bring

  • Your service and typical client type
  • Steps, timing, and communication channels
  • Information clients must share before work begins
  • Know what happens after a client signs

A good fit for

  • Welcoming a new design client who needs to share brand assets before kickoff
  • Setting expectations with coaching clients about scheduling, payment, and first sessions
  • Replacing scattered intake questions with a repeatable process for consulting projects

Ways to start

A few requests this Agent can handle.

I’m a freelance brand designer. Make a welcome email and onboarding sequence for a client who signed today, with a kickoff call next Tuesday and logo files due beforehand.

Create an intake checklist for my six-week career coaching package. I need clients’ goals, work history, and interview dates before our first 60-minute session.

Our consulting onboarding has five steps: contract, invoice, kickoff, data access, and stakeholder interviews. Put them in a client-facing order and write a short explanation for each.

What this Agent does not do

It does not carry out actions in other applications.

  • Businesses seeking software to automate client onboarding
  • Approval of contracts or intake forms for legal compliance
  • Cannot email clients, collect responses, or connect to your tools
  • Cannot verify legal requirements for client forms

Choose where you want to work

Ai-GEN Agents
Use a text workspace here on Ai-GEN with access to one selected Agent or the all-Agent plan. Review the Agent’s own offer and limits.
GPTs on ChatGPT
GPT links open on ChatGPT. OpenAI’s account, access, and usage requirements apply separately. An Ai-GEN purchase does not include a ChatGPT subscription.
Skills
Skills are coming soon and are not included in these Agent offers.

Before you subscribe

What am I buying?

Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.

What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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