What this fixes.
- —
Onboarding quality predicts 90-day retention
- —
Managers can't onboard at scale
- —
SOPs go unread
Three jobs, on rails.
Day-by-day
Personalised onboarding plan by role and team.
From SOPs
Grounded answers, no improvisation — citations included.
Manager loop
Manager pinged only when intervention is needed.
One scenario, one outcome.
Day-3 of a new sales rep — they ask 'how do I log a meeting outcome in the CRM?'
Bot replies with the 4-step screenshot guide, marks the milestone done, schedules the day-4 task on the rep's calendar. Manager untouched.
Scoped on a call.
1–2 weeks
Pilot → retainer
Scope confirmed in a 30-minute call. Fixed scope, fixed timeline before you sign. We'll send a one-page proposal within 48 hours.
Book a call →Same category.
Internal Knowledge Bot
A Slack/Teams bot that answers anything from your SOPs, contracts, wikis, Drive and HR policies — with citations.
Document Approval Workflow
Routes contracts, POs, invoices and creative briefs through the right approvers by value, type and team.
Order-to-Cash Intake
From inbound order email → contract → invoice → cash, no human ops in the loop on the standard path.