AI Powered Client Onboarding

Clunky onboarding frustrates customers and stalls your growth. LaunchBay’s AI features let you build, test, and launch fully automated client onboarding workflows in minutes.

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Unlock higher profits + happier customers with a seamless onboarding experience

Build, test, and launch in minutes

Use AI to generate onboarding templates with all the tasks and forms your clients and team need. Simulate onboarding with AI clients to test and optimize your workflows before going live.

Accelerate onboarding timelines

Build workflows to instantly activate onboarding tasks at the right time. Set up automated reminders to collect the signatures, forms, and files you need—without the follow-ups.

Deliver a premium client experience

Roll out the red carpet with branded, loginless portals where clients can complete tasks, chat with your team, and track their onboarding—no friction, just progress.

Fix chaotic onboarding fast—with the help of AI

AI Template Builder

Describe your current workflow in a few sentences, and LaunchBay’s AI will create all of the necessary tasks, organize them into stages, and even build and attach the necessary forms.

Simulated Clients

Stop using real clients to test your onboarding. Add simulated, AI clients that interact just like the real thing—completing tasks, sending messages, and surfacing insights about your workflow in minutes, not days.

AI Analysis

As simulated clients move through your project, LaunchBay analyzes their behavior to uncover bottlenecks, automation opportunities, and areas for improvement—giving you instant recommendations to streamline every step of your onboarding process.

AI Form Builder

Skip the manual setup. Just tell LaunchBay what kind of form you need, and our AI will build it for you—fast, accurate, and ready to send to clients.

AI Message Replies

Use AI to instantly draft responses to client comments on tasks or messages they send through their LaunchBay portals.

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With LaunchBay's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
Generate your SOP now >

FREE EBOOK

Improve your client onbarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
Download the free eBook now >

Frequently Asked Questions (FAQs)

What AI features are included in LaunchBay?
LaunchBay includes AI features designed to assist with workflow creation, task capture, and operational efficiency. AI helps teams move faster by reducing manual setup and repetitive work. All AI features are built to support — not replace — human decision-making.
How can I use LaunchBay’s AI to generate workflows or templates?
LaunchBay’s AI can generate workflows and templates based on simple prompts or project descriptions. Teams can review, edit, and customize everything before using it. This speeds up setup while keeping full control.
Can LaunchBay’s AI help with meeting notes or summaries?
Yes. LaunchBay’s AI can help summarize notes or conversations and turn them into structured tasks or next steps. This reduces manual note-taking and ensures action items don’t get missed. All outputs are reviewable before saving.
Does LaunchBay’s AI assist with task prioritization, scheduling, or resource planning?
LaunchBay’s AI can assist by suggesting task structure, priorities, or next steps based on context. Final decisions always remain with your team. AI is used to support planning, not automatically reschedule work.
How much control do I have over LaunchBay’s AI decisions and outputs?
You have full control over how AI is used in LaunchBay. AI suggestions can be reviewed, edited, accepted, or ignored. Nothing is executed automatically without user approval.
Is my data secure when using LaunchBay’s AI features?
LaunchBay takes data privacy and security seriously. AI features follow the same security standards as the rest of the platform. Your data is not used without permission and remains protected.
How accurate is LaunchBay’s AI, and what happens if it makes a mistake?
LaunchBay’s AI is designed to assist, not act autonomously. If an output isn’t accurate, you can easily edit or discard it. Human review is always part of the workflow.
What onboarding or training is required to use LaunchBay’s AI effectively?
No specialized training is required to use LaunchBay’s AI features. They’re designed to be intuitive and easy to adopt. Most teams start seeing value immediately with minimal onboarding.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

Try for FreeBook a Demo