Operations
Client Onboarding Agent
aka “Client Onboarder” in the catalog
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.
Qoren environment
client-onboarder-agent
deploy client-onboarder --runtime managed
schedule tasks --timezone workspace
✓ agent online · monitoring
What it does
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.
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…
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…
last run · completed
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 own…
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 own…
last run · completed
Example output
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.
Memory
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.
Category
Operations
Runtime
hermes
Scheduled tasks
2
Hosting
Fully managed
FAQ
Client Onboarding Agent template questions
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.
Works well with
Templates that pair well with this one.
Deploy it alongside these to cover the whole workflow.
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