Client Onboarding Relay
Client Onboarding Relay maps how a new client gets from Paid to Form to Access to Done, based on what you describe. It works at the first two levels of trust: it observes and prepares. It never sends, publishes or contacts anyone. After the map, it helps you write a short job description for your onboarding: what it owns, what it needs to start, what it may do, what it must ask about first, and when a client counts as done. Every setup is custom. Start with a $97 door call to trial one real client path, or a $397 build that takes the next step with your approval.
What it does
- Works at the first two levels of trust: it observes and prepares
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Client Onboarding Relay’s share page with Open in Bot.
- Add Client Onboarding Relay in Bot.
- Start a chat with Client Onboarding Relay, then review what it produces and check any factual claims.
3Use it
Shared by Bosotter. Open it in Bot to start using it.