Client Onboarding Agent
aka “Client Onboarder” in the catalogChases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them.
- Onboarding SweepEvery 30 minutes on weekdays, 08:00 to 18:00
- Daily Onboarding StatusWeekdays at 17:00
Category
Runtime
The Client Onboarding Agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
- task #01Onboarding SweepEvery 30 minutes on weekdays, 08:00 to 18:00last run · completed
- task #02Daily Onboarding StatusWeekdays at 17:00last run · completed
Every 30 minutes on weekdays, 08:00 to 18:00
Onboarding Sweep
Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. For each new one, instantiate the checklist from ~/workspace/ONBOAR…
Weekdays at 17:00
Daily Onboarding Status
Send the end-of-day onboarding status from ~/state/onboardings/: one line per active client: percent complete, what it's blocked on, and days in onboarding. Produce it as your final message. It is delivered to the owner…
What it delivers
A sample of what the Client Onboarding Agent produces. Illustrative, with fictional data.
Onboarding Sweep · Every 30 minutes on weekdays, 08:00 to 18:00
Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. For each new one, instantiate the checklist from ~/workspace/ONBOAR…
Delivered to your inbox, Slack, or Telegram.
Keeps its own workspace
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 01Who the owner is: business, timezone, quiet hours, delivery channel
- 02The onboarding checklist template, chase cadence, and which items are client-side vs owner-side
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
- Category
- Operations
- Runtime
- Hermes
- Scheduled tasks
- 2
- Hosting
- Fully managed
Client Onboarding Agent template questions
What does the Client Onboarding Agent template do?
Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them. It runs 2 scheduled tasks on a managed cloud environment.
Which runtime does the Client Onboarding Agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Client Onboarding Agent run?
On a schedule you control. Out of the box it runs every 30 minutes on weekdays, 08:00 to 18:00, weekdays at 17:00. You can change the cadence, or trigger it on demand.
Will the Client Onboarding Agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Client Onboarding Agent runs on the Hermes runtime.
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