Collect approved prerequisites
← All 24 AI Employees
AE-09Service2–4 weeks
Client Onboarding Coordinator
Tracks prerequisites, access approvals, kickoff decisions, owners, and due dates through a visible onboarding plan.
Primary outcome
Launch each engagement with clear access, owners, and readiness evidence.
The outcome is validated during discovery. It is not a guarantee of performance, savings, or job replacement.
Starting work queue
Track access readiness
Prepare kickoff agenda
Escalate blocked dependencies
Connects
Candidate systems
CRMProject managerDriveEmail
Every integration requires least privilege, an owner, and a revocation method.
Human control
Required gates
- Owners approve access and scope changes
- Secrets never enter prompts or notes
Release
Prove before production
- ✓ Normal and exception cases
- ✓ Privacy and security tests
- ✓ Approved quality threshold
- ✓ Monitoring, pause, and rollback
What you receive
A versioned system, not a loose persona.
Operating contract and authority matrix
Approved knowledge sources
Tool and permission map
Repeatable evaluation suite
Run and exception dashboard
Pause, recovery, and rollback guide