Client onboarding
Collect the required information, identify missing documents, request human approval and create a reviewed handoff in the existing tools.
Client onboarding, with a clear next step for every caseBuild with Klicky
My team at Klicky builds defined AI and automation workflows for service businesses. Connect the tools you use, keep people in control of important decisions, and test the handoff before launch. I lead scope, priorities and acceptance with you.
For businesses in the United States & United Kingdom · Remote collaboration

Continuity
| Who | Responsibility |
|---|---|
| Khalid | Scope, priorities, trade-offs and acceptance with you. |
| Klicky | Design, development, integrations, testing and documentation. |
| Your team | A named owner, access, feedback and acceptance testing. |
What we can scope
Collect the required information, identify missing documents, request human approval and create a reviewed handoff in the existing tools.
Client onboarding, with a clear next step for every caseCapture requests, draft a structured summary and route them to the right owner. Keep the approval of commitments and customer decisions with your team.
Lead qualification that gives your team better contextExtract agreed fields or retrieve approved information with sources. Define what happens when a document is unreadable, information is missing or an answer is uncertain.
Document processing that keeps the source in viewThese are possible scopes, not claims of delivered client results. Tool access, supported integrations and data handling are checked before a quote.
Two horizons
One useful workflow and up to two standard integrations, with access verified. Target: 2–4 weeks after scoping.
An indicative total for the same system extended in defined stages. The pilot counts when reused; Core is not an additional fee.
USD excluding taxes. Licenses, API usage, heavy migrations, unknown APIs and native mobile applications are not included by default. Final scope and timeline depend on verified dependencies.
Delivery
Agree the workflow, integrations, success indicator, timeline and acceptance criteria.
Review working demonstrations and resolve decisions as the system takes shape.
Test against written criteria, document the system and train its users.
Payment: 50% at kickoff, 30% at an agreed milestone, 20% at acceptance or go-live. Ownership of code, data and accounts is stated in the contract. Project leadership is included; Advisory is not required.
Acceptance criteria
Check outputs against authorized sample records. Record the fields that must be exact and where a draft requires human correction.
Confirm who can read, approve and change information. A rejected or incomplete record must not trigger an unapproved customer action.
Test missing inputs, duplicate requests and unavailable integrations. Agree retry rules, error visibility and a manual path to complete the work.
Document accounts, dependencies, operating costs and the person responsible after launch. Include an agreed acceptance test and user training.
The proposal states which controls and tests apply to your workflow. An AI output is not treated as correct merely because the request completed.
After launch
From $500/month for maintenance and support defined in writing. Enhanced scopes are typically around $1,000–$1,500/month, subject to the system and agreement.
Licenses, API usage, new features and 24/7 on-call are not included by default. You can also run the system with your own team using the handover documentation.
FAQ
No. If the workflow and objective are clear, scoping is included in the build quote. A Sprint is useful when a decision still needs evidence or competing options need comparison.
That is checked during scoping. The Pilot includes up to two standard integrations with verified access; unknown APIs, heavy migrations and additional integrations are not included by default.
Documentation and team training are included. The written scope defines acceptance criteria, operating responsibilities and the agreed documentation. Code, data and account ownership are stated in the contract.
The scoped build includes 30 days of defect fixes. Ongoing Care starts at $500/month for agreed maintenance and support; licenses, API usage, new features and 24/7 on-call are not included by default.
Evaluate the project
Follow a real internal delivery: a stored enquiry, scheduled CRM handoff and an internal alert checked with a labelled synthetic request on 7 October 2026.
See the system, evidence and limitsFollow the assumptions, rejected options, exception handling and acceptance checks for a fictional service business.
Read the worked exampleSeparate implementation from licenses, model usage, internal review and maintenance.
Estimate AI implementation costsIf the scope is uncertain, compare the process and tool options before committing to implementation.
Discuss the decision through AI consultingService areas
Explore the engagement approach and a working template for your region. Advice and implementation are delivered remotely from Morocco.
Remote AI advice and implementation for London service businesses. Compare options with a practical team decision grid, then scope a measurable pilot.
Remote AI consulting and implementation for Greater Manchester agencies and service firms. Use an onboarding blueprint to improve briefs and handoffs.
AI consulting and implementation for Leeds advisers. Review missing documents, compare tools and scope a supervised workflow, delivered remotely from Morocco.
AI consulting and implementation for Atlanta agencies. Prepare enquiry responses with clear scope and human approval, delivered remotely from Morocco.
AI consulting and implementation for Chicago service firms. Reconcile project scope and client reporting through a supervised workflow, delivered remotely.
AI consulting and implementation for New York agencies and advisers. Clarify service fit, decision roles and onboarding, delivered remotely from Morocco.
AI consulting and implementation for Raleigh–Cary teams. Compare software configuration, integrations and AI before scoping a build, delivered remotely.
AI consulting and implementation for Halifax consultancies. Identify evidence gaps and prepare a reviewed client handoff, delivered remotely from Morocco.
AI consulting and implementation for Toronto service firms. Align department objectives and client onboarding in a supervised workflow, delivered remotely.
AI consulting and implementation for Dublin consultancies. Map international onboarding, team approvals and a bounded pilot, delivered remotely from Morocco.
Let’s find the right next step
Start with a free 20-minute conversation about the problem, the people and the practical constraints.
Discuss your project