Inconsistent onboarding creates rocky relationships

Onboard every client the same, every time. Templates, tasks, and docs—delivered automatically on day one.

"Our onboarding is so inconsistent that by week three, new clients are already asking 'so who's actually managing my account?' It's embarrassing."

How ChatterKB Solves It

Deliver consistent onboarding every time. Automatically track tasks, share key docs, and make clients feel supported from day one.

Give your AI and your team a single source of truth for every client’s tone and voice so consistency never depends on who’s doing the work.

Give clients a confident, repeatable day-one experience—without extra admin work.