Client onboarding that runs itself the moment someone says yes
When a quote is accepted or a package is bought, Alive24 sends the welcome, the agreement, the intake forms, the payment request, the instructions and the first appointment — so every client starts the same way and nothing depends on your memory.
- Triggered by a yes
- Same experience every time
- Forms and agreements sent
- First booking made
From yes to first session
- 1Minute 0 — quote acceptedDeal marked won
- 2Minute 1 — deposit receivedReceipt sent
- 3Minute 2 — welcome sentOn brand, sets expectations
- 4Minute 2 — agreement sentSigned online
- 5Minute 3 — intake forms sentCompleted before the session
- 6Minute 3 — first booking madeIn your real availability
- 7Day 1 — reminders scheduledAutomatic
- 8Day 2 — work set upJob, tasks and documents ready
See it in action
See How Client Onboarding Works Inside Alive24
Watch Alive24 run client onboarding for a real solo business using simple voice or text instructions. No details needed to watch.
That’s One Part of Alive24
Now see how your website, leads, sales, clients, work and money operate together in one connected system.
See the entire system working from start to finish.
Are you currently doing this?
The gap between yes and started is where trust gets lost.
Clients decide how professional you are in the first 48 hours, and that is exactly when you are least available.
- New clients waiting days for anything to happen
- Forgetting to send the agreement or the intake form
- A different welcome experience for every client
- Chasing forms and details on the morning of the first session
- Starting work before the deposit is paid
- Answering the same starting questions over and over
You can stop doing all of it. It is already built.
What it actually does
One repeatable start for every client.
Built once, triggered automatically, personal where it counts.
Triggered
It starts without you.
- Kicks off when a quote is accepted or a package purchased
- Different onboarding paths per service or program
- Deposit or first payment confirmed before work starts
- The client record already holds everything captured so far
- You are notified of the new client and any blockers
Sent for you
Everything they need, in order.
- Branded welcome message that sets expectations
- Agreement or terms for signature
- Intake forms, questionnaires and consents
- Instructions, preparation and what happens next
- Access to their client area and documents
Scheduled
The first appointment is booked, not discussed.
- First session, site visit or kickoff call booked
- Recurring sessions or milestones scheduled
- Reminders and preparation sent before it
- Your calendar updated with buffers and travel
- Waitlist and reschedule rules applied
Tracked
You can see who is stuck.
- Onboarding checklist per client
- Outstanding forms, signatures and payments flagged
- Automatic reminders for anything missing
- Handover into delivery once complete
- Nothing starts half-set-up
See it work
The first 48 hours, handled.
One accepted quote, eight things done without you.
From yes to first session
- 1Minute 0 — quote acceptedDeal marked won
- 2Minute 1 — deposit receivedReceipt sent
- 3Minute 2 — welcome sentOn brand, sets expectations
- 4Minute 2 — agreement sentSigned online
- 5Minute 3 — intake forms sentCompleted before the session
- 6Minute 3 — first booking madeIn your real availability
- 7Day 1 — reminders scheduledAutomatic
- 8Day 2 — work set upJob, tasks and documents ready
How it works
How onboarding gets built.
Design your ideal start once. Every client gets it.
- 01
Describe your ideal start
What you want every client to receive, sign, pay and know before you begin.
- 02
Alive24 builds the sequence
Welcome, agreement, forms, payment, instructions and first booking.
- 03
It triggers on a yes
Accepted quote or purchased package starts everything automatically.
- 04
You see only exceptions
Missing forms and unpaid deposits are flagged and chased for you.
What it replaces
The onboarding admin nobody has time for.
One sequence instead of five tools and a checklist you forget.
Apps you can cancel
- E-signature subscription
- Form and questionnaire builders
- Client onboarding tools
- Email sequence tools
- Shared folder and file-request tools
Manual work that stops
- Writing a welcome email each time
- Sending agreements and forms one by one
- Chasing forms and deposits
- Setting up folders and documents per client
Help you stop paying for
- Administrator handling new clients
- Virtual assistant sending paperwork
- Client success coordinator
Connected, not bundled
Not just a welcome email.
Onboarding is the bridge between selling and delivering. Because it sits on the same record, it knows what was sold, what was paid and what needs to be scheduled.
Built for real businesses
The right welcome for the work you do.
Sessions, programs, jobs or projects.
Wellness practitioners
Consent and health history forms, session preparation, cancellation policy and first appointment booked.
Coaches
Agreement, goals questionnaire, program schedule and access to materials.
Trades
Deposit, site access details, scheduling window and what to expect on the day.
Consultants
Contract, scope confirmation, stakeholder list and a booked kickoff call.
Makers
Deposit, specification approval, timeline and delivery expectations.
Small agencies
Retainer agreement, brand and access collection, and a first strategy session.
Time, software and admin
A better start with none of the admin.
This is the section owners underestimate most.
- New clients fully set up within minutes of saying yes
- No forgotten agreements, forms or deposits
- The same professional experience every time
- No signature or form subscriptions
- Work never starts before you are paid and prepared
- Fewer starting questions because expectations were set
Explore the connected system
Where this goes next inside your business.
These are the parts of Alive24 that touch this one most often. Everything else is one click away in the full system.
Questions
Client Onboarding — the questions owners actually ask.
Still unsure? The full demo answers most of it in a few minutes, without a sales call.
See a new client welcomed, signed up and booked automatically.
The full demo shows the moment a quote is accepted and everything that follows.
See how this connects to the rest of your business — from the first lead to the sale, the work and the money.
We are here to help
Choose your next step.
Watch the Full Alive24 Demo first. Everything else can wait until you have seen what you would actually own.
Watch the full demo
See the system build a website, socials, SEO, sales follow-up, quotes, bookings and money in real time. No sales call, no pressure.
Watch the Full Alive24 Demo
Want it mapped to meAsk Solomon, your business-in-a-box coach
Solomon is a real business coach who learns your business, then tells you in plain English exactly what Alive24 would build and run for you.
See it for my businessBook your live business demo
30 minutes, one-to-one with a real Alive24 coach who shows you the system running with your services, your pricing and the way you actually work.
Book my live business demoOwn it and book my handover call
About $32.60 a week in year one — one up-front fee, then you own it outright with no weekly or monthly system fees. See the full pricing breakdown on the pricing page.
I'm ready to buy