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The manual way vs. the AI way: client onboarding
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The manual way vs. the AI way: client onboarding

1d ago 1 min read 0 views

The manual way (about 2 hours)

  • Write a welcome email from scratch
  • Build a project brief document by hand
  • Manually schedule a kickoff call by emailing back and forth
  • Create a task checklist in your project tool

The AI way (about 20 minutes)

  • Ask an AI assistant to draft the welcome email from your intake form answers
  • Turn the same intake form into a one-page brief with a single prompt
  • Use a scheduling link instead of back-and-forth emails
  • Ask AI to turn your brief into a numbered task checklist

Same result, a tenth of the time. Send this to a freelancer friend who is still doing it the long way.