Onboarding as a Conversation

The intake form is dead. It just doesn’t know it yet.

I saw a demo recently that inverted everything I thought I knew about onboarding. You give the system one thing you already know — your phone number, or your Facebook page. That’s it. That’s the whole form.

Then it goes to work. It finds your website and reads it. It pulls down your products. It scans your existing ads and analyzes what you’ve been saying about yourself. It builds a picture of your business from the signal that’s already out there — the signal you’ve been broadcasting for years.

And then, only then, does it talk to you. A two-minute voice conversation. Not a script — a real conversation that evolves, asking only the questions it couldn’t answer on its own, in order of importance. While you talk, a second agent listens and quietly builds a knowledge base of your company from everything you say.

Two minutes. One phone number. And the system knows your business better than most vendors do after a six-week engagement.