AI-Agents for Client Onboarding in Interior Design
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Welcome design clients with their project details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend new clients their design scope and first steps after signing.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend new clients their design kickoff details and shared folder.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsSend client design agreements for signature and file final copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsEmail approved interior design contracts to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsSend approved interior design agreements to clients for signing.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
