AI Onboarding Concierge: Automate Client Intake, Proposals & First 30 Days

Many location-independent pros lose clients and hours to messy onboarding: unclear expectations, long proposal cycles, and repetitive setup tasks. In this panel episode Marcus and Sofia walk through an ethical, portable AI Onboarding Concierge you can build in a weekend: automated intake forms, proposal + SOW generation, calendar scheduling, localized welcome kits, and a 30-day automated check-in flow. We include exact prompts (e.g., "You are a calm onboarding specialist: produce a 3-part intake form for a content strategy client that captures goals, budget, timelines, and red flags"), side-by-side tool comparisons (Typeform vs. Jotform, Calendly vs. integrated scheduling bots, Zapier vs. Make), and clear before/after examples showing time saved and conversion lift. This episode follows a practical step-by-step implementation, shows real nomad results, flags ethical and privacy checks, and gives a ready-to-use checklist and template in the show notes.