Why Every Marketer Needs AI Customer Onboarding

As a freelance writer and marketing consultant, I used to spend endless hours on intake calls, drafting generic questionnaires, and manually creating onboarding collateral for each new client.

It was a frustrating and time-consuming process.

But in the last year, I've made over $150k while working 68% fewer hours. 

How? With a tool I created for automating AI customer onboarding.

In this post, I'll share how you can transform your onboarding process to capture more leads, close more sales, and liberate your schedule.

Why Use AI for Customer Onboarding?

Let's face it - traditional customer onboarding is often a frustrating exercise in patience and repetition. As I shared in my post on how I scaled my agency with AI customer onboarding, it was a huge thorn in my side while scaling my agency.

The manual process requires hours of generic discovery calls, drafting endless questionnaires, sending follow-up reminders, and constantly repeating yourself to gather information from prospects.

And after finally capturing client details, you then have to spend late nights and weekends manually creating custom emails, landing pages, and documents tailored to each new customer.

Like many marketers, this tedious process led me to feel constantly overwhelmed and burned out.

Client onboarding had become a black hole consuming my schedule.

Between the back-and-forth calls, forms, and content creation, I realistically only had bandwidth to onboard 6-8 new clients per month.  And even then, quality suffered.

But using Performify, I was able to solve a lot of those problems.  So in this article, I'm going to break down the steps I took to streamline customer onboarding.

How Tools like Performify Work to Streamline  Your Client Onboarding Process

Leveraging AI form automation has completely transformed and enhanced my client onboarding processes.

Beyond the time savings, AI onboarding also helps your business capture more leads, close more sales, and make more money:

• Conversational chatbots increase lead-to-client conversion rates by qualifying prospects 24/7.
  
• Smart virtual assistants allow you to handle 10X more inbound interest without getting overwhelmed.
  
• AI content creation enables sending tailored collateral to each new client to stand out.
  
• Automating repetitive tasks lets you focus on high-value strategic initiatives.

For my agency, leveraging AI has allowed me to scale my income significantly over the past year while actually working fewer hours thanks to the time efficiency.

Other marketers can achieve the same results.

Save Time Using Marketing Client Questionnaires

For my agency, leveraging AI to transform our onboarding has allowed me increase annual income by over 30% while working fewer hours.

Other agencies can achieve similar results and scale.

Each achieved significant results - more leads converted, shorter sales cycles, lowered costs, and improved experiences.

Beyond the valuable time savings, AI-powered automation also provides important business growth benefits:

More Leads Converted into Clients

With 24/7 chatbots, you never miss an inbound lead again. And virtual assistants improve the experience, resulting in higher prospect-to-client conversion rates.

Increased Capacity and Scalability

AI allows you to handle exponentially more inbound interest without getting overwhelmed. My agency can now onboard 20+ new clients per month with less total effort.

Higher Sales and Revenue

Shortening sales cycles with faster onboarding translates directly into more closed deals, higher revenue, and faster growth.

Improved Experiences

Personalized, tailored content for each new client delivers a first-class onboarding experience that human efforts cannot match.

More Time for Strategic Work

Taking repetitive onboarding tasks off your plate frees up time for high-level strategy, innovation, and other revenue generating initiatives.

My Business Growth with AI Sales Onboarding

AI copywriting platforms like Performify personalize emails, landing pages, and strategy documents from AI sales form client data in seconds.

Performify combines your client's form submission with conversion copywriting principles, to write praise-worthy marketing content.

• Turns client's thoughts into polished copywriting.
  
• Ensures content style aligns with your client's brand identity
  
• Text outputs that are accurate, on brand, and goal-focused.

Start Saving Time Onboarding New Marketing Clients with AI

Click below to learn more about Performify Smart AI onboarding Forms and how they can streamline your marketing client's onboarding process.