Turn client onboarding chaos into automated excellence
AI workspace that builds reusable onboarding workflows and connects every tool your agency uses.
Backed by the best
Every new client brings the same chaos
You're manually recreating the same onboarding process for every client. Your team scrambles to gather assets, set up tracking, configure tools, and brief account managers. Critical steps get missed when you're juggling multiple launches. Junior staff can't execute complex setups without constant supervision, and you're personally involved in routine tasks that should run themselves.
- Manually setting up Google Analytics and tracking pixels for each client
- Forgetting to add new clients to Slack channels and project management tools
- Junior staff can't execute complex onboarding without senior oversight
- Client assets and briefs scattered across email, Drive, and project tools
Build onboarding workflows that work across every client
- Create reusable onboarding templates that connect Google Analytics, project tools, and client systems automatically
- Transform client briefs into configured campaigns, tracking setups, and team assignments without manual work
- Junior staff execute senior-level onboarding using AI-guided workflows and accumulated agency knowledge
- Client assets, access credentials, and project requirements organized and accessible across your entire team
How it works
- 01
Connect agency tools
Authenticate your Google Analytics, Slack, project management, and client communication tools through guided setup.
- 02
Build onboarding workflows
Create templates that handle client setup, tool configuration, team assignments, and asset organization automatically.
- 03
Execute and improve
Run workflows for new clients, let AI learn from each process, refine templates based on results.
What Brainvolt brings to your workflow
Compounding Intelligence System
AI learns from every client onboarding, building a knowledge base of what works. Solutions created for one client become reusable tools for future launches. Your agency expertise compounds into automated workflows.
Connected Tool Automation
Integrates Google Analytics, Slack, project management tools, and client systems in single workflows. Creates custom integrations for specialized agency tools. Authentication guided, not manual configuration.
Team Workflow Collaboration
Shared AI channels where account managers, specialists, and junior staff collaborate on client setups. Working solutions become team assets. Multiple people can contribute to complex onboarding processes.
Scheduled Process Management
Automated recurring tasks for client reporting, campaign optimization, and account maintenance. Set up once, runs across all accounts. Eliminates manual checklist management for ongoing client work.
Frequently asked questions
Connect your world.
Get things done.
Try the AI workspace that keeps context and helps you turn conversation into action.