Agency Onboarding Sequencer
Kickoff to asset-collection on autopilot. Replaces Content Snare $79/mo + 4 hrs of PM time per client.
The problem
Every new client needs a signed SOW, a kickoff call booked, brand assets collected, and access granted to 8 platforms. Content Snare charges $79/mo and still requires a human to chase every deliverable. Most agencies take 3-4 weeks to fully onboard.
What changes
Signed proposal triggers a 14-day sequence: kickoff call booked, intake form emailed with asset requests, access granted to Slack channel and shared Drive, 3 automated follow-ups on missing items, warm handoff email to the strategist on day 14.
A day in the life
What this agent actually does.
- 1
Day 0: SOW signed in Documenso → creates kickoff call in Cal.com + sends intake form
- 2
Day 3: 6 of 12 assets received → nudges client on the missing 6 by name
- 3
Day 14: all assets collected → posts a structured brief to the strategist in Slack
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
Add Agency Onboarding Sequencer to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.