This 1 Client Onboarding Form Scales with AI

Content creation can be a major pain point for marketing agencies and freelance writers.

Coordinating with multiple clients is time-consuming and personalizing AI for marketing clients can be a tough, since turnaround times are often tight.

Plus, clients expect content personalized to their brand and goals.

This leads to some common struggles:

• Gathering extensive client intake and background info takes time away from writing.

• Lack of a centralized knowledge base for reference. Details get lost in messy email chains and calls.

• No easy way to capture client preferences and writing style guides. Leads to misaligned content.

• Heavy text editing is required to fit client requests. Impacts speed and efficiency.

• Difficult to scale while maintaining quality and customization. More clients means more manual overhead.

These bottlenecks result in rushed outputs, multiple revisions, and client clashes.

A better solution is needed.

4 Steps to Enhance Your Client Onboarding Automation and Writing Workflow with AI

AI tools are changing client onboarding for the better.

Here are 4 steps you can follow to automate your client onboarding and writing process.

Automate client onboarding with AI-powered intake forms

By pulling details like name, company, value propositions, benefits, etc. your AI responses will sound natural and more human.

Rather than starting from scratch, the AI handles the heavy lifting of content creation.

The ai content is generated with the client's unique voice and terminology for an authentic and personalized fit.

This avoids a generic, one-size-fits-all content you would otherwise get from ChatGPT.

Sync client data with AI

Use client intake details to fine-tune AI to their brand style and objectives.

Syncing client data with a tool like Performify will "teach" AI to deliver content in your client’s preferred style.

Personalize content

Generate tailored initial drafts for each client using AI, so that your AI responses are contextually accurate for each client and project.

Deliver a perfect first draft

You'll find that your client prefers your AI-generated content because it was created using their own words. 

This allows you to finish projects quicker vs. writing from scratch.

Examples of Using AI for Sales Onboarding

This process isn't exclusive to marketers, but also works for sales reps.

This is where AI onboarding forms can be a game-changer.

Smarter sales emails

Imagine every email you send is tailored to each individual lead and personalized to your sales offer.

It may be worth updating your web forms to collect extra data from new leads, so that you can use it to automate your sales emails.

Centralize and feed form data into an AI Writer

Instead of having to spend the time sorting through information from form submissions, having a pipeline that feeds information into an AI writer would ensure that you never mix up new leads or clients.

That way, you only need to keep track of your calendar instead of your CRM.

Intelligent client onboarding form

If you see the potential in using a smarter intake form, consider trying Performify. 

We are currently the only tool that connects the dots between content writing and onboarding.

It's a AI for performance marketers, writers, sales people, and freelancers.

• Onboard clients in minutes
• Access all client data and brand guides in one place
• Generate personalized drafts with AI
• Deliver polished content on time, every time

Scale your growth with a Smarter Intake Form

As a copywriter, I struggled with scaling my business.

Each new client meant more calls, emails, and docs to keep track of. Details would slip through the cracks. I'd waste time re-gathering info and miss deadlines.

Since creating Performify, I cut my working hours down 68% because of how good the GPT responses are using this custom tool.

Click below to signup for a free account and use the tool yourself.