Client Onboarding
A new client is up and running in five minutes. GENI writes the welcome letter, creates the client folder and puts the kickoff in the calendar.
How it works
Up and running in three steps
From account to your first task. Nothing to install, nothing to configure that you did not choose yourself.
Create your account
Sign up for dGENIX and your assistant is ready. You work in the browser, on your phone or through Telegram.
Connect Google Drive & Google Calendar & Gmail
One click in your dashboard gives GENI access to your own account. You can withdraw that access just as easily.
Just ask GENI
Type or say what you need in plain language. For example:
“Start the onboarding for this new client and schedule the kickoff next week.”
Growth+: Available from the Growth plan (€69/mo). Compare plans →
Actions
Everything GENI does with Client Onboarding
Describe what you need in plain language. GENI picks the right action itself.
4 actions
An onboarding letter
What the client can expect, who does what and when, in one document.
The client folder created
In your Drive, with the same structure as every other client.
The kickoff scheduled
With an invitation that goes out right away.
The welcome mail sent
Personally written, with the letter and the folder attached.
Workflows
Stronger together with your other skills
GENI links this skill to your other skills and runs the whole thing on a schedule. A few examples, the possibilities are endless:
From signed to started
Every client the same start
A client you keep following
More skills
