SETU-043

Client Onboarding Command Agent

Operations & Procurement

The Problem

New clients require manual coordination

Business Outcome

Runs onboarding checklist across teams

Core Capabilities

Checklisttask creationstatus reporting

Tool Requirements

Required

CRMProject toolEmailSlackLLM

Optional

Asana/Monday/ClickUp

Governance

🛡

Approval Required

All significant actions require admin approval before execution.

✓Sandbox validation required before production

✓Full audit log for every action

✓Kill switch available at any time

✓No file deletion or external sends without approval

Best Fit

Buyer: COO / Client Success

ICP: Agencies/services

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Specs

Tier

Tier 2 · Packaged Offer

Complexity

enterprise

Default Mode

Approval Required

Sales Confidence

high

Indicative Pricing

Setup $10k–$40k; $3k–$12k/mo

Final pricing confirmed after Workflow Audit. Not a commitment.

Deployment Lifecycle

Blueprint

Sandbox

Approval-Based Pilot

Managed Production