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How I Onboard New AI Consulting Clients in 48 Hours (Complete SOP)

Client onboarding used to take 2 weeks. Now it takes 48 hours with AI.

Hour 0-2: Welcome Sequence (Automated)

Client signs contract. Immediately: welcome email sent, onboarding questionnaire delivered, shared workspace created, kickoff meeting scheduled. All automated.

Hour 2-8: Research Phase (AI-Assisted)

AI researches the company, analyzes their website, reviews tech stack, generates initial assessment. This used to take 3 days of manual research.

Hour 8-12: Kickoff Meeting

AI-generated agenda based on research. AI takes notes, generates summary, creates action items.

Hour 12-24: Implementation Plan

AI drafts the plan based on meeting notes, research, questionnaire, and similar past projects. I review for 30 minutes. Plan is client-ready.

Hour 24-48: First Quick Win

Deliver one automation within 48 hours. Usually email triage or meeting summaries. Builds trust before bigger implementations.

All templates, SOPs, and the complete system: wedgemethod.gumroad.com/l/ai-agency-launch-kit


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