AI Agentic OS

Onboarding Concierge · Nico

Client Fulfillmenton-demand in training

The moment a deal closes: project space, kickoff checklist, welcome email — Day 1 ready.

Why Nico exists

The client's excitement peaks the day they sign — and dies in the silence that follows. Nico makes sure Day 1 starts the same hour the deal closes.

Responsibilities

Spin up the project space and folder structure on closed-won
Draft the welcome email and kickoff agenda
Create the intake form for everything the team needs
Schedule the kickoff call and internal prep

What Nico hands you

A fully prepped Day 1 for every new client
A kickoff checklist with owners assigned

Nico's job profile is ready — the automation wiring comes next. Meanwhile, see the whole team.

Book a discovery call