Guide to AI for Client Onboarding Automation for Marketers

As a marketer, delivering personalized client experiences is crucial.

Many marketers struggle with collecting client information, managing communications, and ensuring a smooth start to each new partnership.

But it doesn't have to be that way,  you can easily solve these problems during onboarding.

With the right marketing client onboarding automation, businesses can save up time and enhance client satisfaction right from the beginning.

This blog will explore systems, tools, and insights gathered from our agency partners that you can use to automate your client onboarding process.

The Problems With Poor Marketing Client Onboarding Automation

Many marketers face the challenge of collecting extensive client details and effectively communicating them.

This can be solved with better client onboarding automation.

Traditional client onboarding methods often fall short in capturing clients' needs and preferences, leading to misaligned campaigns and frustrated clients.

Let's break down the exact problems that poor & outdated methods have.

Problem 1: Time Consumption

Onboarding new clients is a lot of manual labor and extra steps, without the proper systems and processes in place, such as:

1. Gathering all of the necessary information from your client.
2. Numerous back-and-forth communications through emails and calls.
3. Sending team members the correct information.

This can slow down the entire process, which can cause friction with clients and your marketing team.

Problem 2: Lack of Centralization

Your client success efforts can be ruined right out of the gate due from things like:

• Poorly filled out intake forms.
• Client information getting lost easily.
• Inconsistent project requirements & details
• Scattered information & client meeting notes.
• Confusion due to miscommunicated information

Problem 3:  Client Clashes

Copywriting and content creation that's personalized to individual client's preferences.

Marketing teams & freelancers with outdated intake processes can struggle due to:

• Misalignment with client expectations
• Client revision requests that take time and focus away.
• Client frustration due to project misunderstanding & missing details.

Ending up in any one of these situations will quickly turn your new client account into a nightmare project.

How to Automate Client Onboarding with AI

Let’s explore different strategies to enhance your client onboarding process.  We'll also cover what features you'll need to look for when researching software tools.

1. Finding the Right Automation Tools

Marketing projects can be detailed, so it's important that your content management software has features that integrate with AI.

Aim for a tool that centralizes all client data in one place, that way you can access all project information without needing to sift through emails or scattered docs.

The next thing to research are integrations. 

Ask yourself these questions when comparing tools:

• Can your software integrate with OpenAI or Claude? 
• What customization is possible? 
• What is the cost per token?
  

2. Build Marketing Intake Forms

This is the most important step of the guide, because you have to make sure you have a good intake form to send to your clients, which will enable you to:

• Capture Essential Information Quickly: Move away from lengthy calls.

• Streamlines Data Collection:  No more repetitive back-and-forth emails; customers fill out everything in one sitting.

• Analyze Client Preferences: Capturing detailed form submissions that help you understand your client's wants & needs.

• Create Personalized Templates: Turn form submissions into project documents or personalized content that will impress your clients.

• Streamlines Project Deliverables:  Getting everything needed from clients at once will allow your team to start faster and deliver their best work.

This will not only improve your workflow, but also build stronger client relationships.

3. Sync Data with AI

After finding the right tools and/or integrations, starting capturing client form submissions during project kickoff, for example:

1. Name
2. Company
3. Value propositions
4. Benefits
5. Audience

Once you have the client data, the next step is to sync it up with AI.

Using an AI marketing intake form like Performify, you can teach the AI to understand your client’s brand, audience, and marketing goals.

This means that you can generate content that perfectly aligns with the client’s voice, making your copywriting and content creation feel more personalized.

Advantages of using AI for Marketing Intake Form Responses

When using an AI marketing intake form, you gain a partner that influencers client satisfaction, profit margins, and internal team happiness.

With the client data in hand, the AI can create hyper-personalized copywriting and content, soon after your client onboards.

Personalized content can include everything from welcome emails to landing pages.

1. Enhanced Client Data Collection

This form gathers crucial information about your clients without requiring direct contact. Here is how you can implement it:

Simplify Information Gathering: Ask questions that adapt as clients answer.

Real-time Adjustments: If a client mentions specific interests, follow-up questions reflect that immediately.

Enhanced Data Quality: Gather richer insights, allowing you to tailor services better.

Deliver Personalized AI Copywriting and Content

When you use either Performify or your own combination of tools, you can personalize content using your client’s own words.

This can significantly reduce the time spent on revisions, since the content aligns better with the client.

By delivering a perfect first draft, you can impress the client, making the onboarding process smoother.

How Our Agency Onboard Clients

As a marketer myself, I've faced numerous challenges during client onboarding. My story is a testament to the power of effective automation and organization.

 Previously, I spent countless hours hunting through emails and notes to gather client details.

But once I started utilizing smarter tools like Performify, my workload reduced dramatically.

Now, I confidently onboard clients in record time, all while ensuring their needs are met.

The Best AI Onboarding Form for Marketing Agencies

Keeping up means adopting smarter tools for efficiency and success. Don’t let outdated onboarding processes hold you back! Start using AI for client onboarding automation today and see the difference it makes for your business