xDLx · System Online --:--:-- PT

Onboarding Live Demo

The welcome pack the Onboarding Agent auto-generates the moment a deal is won

● DEMO · SAMPLE DATAThe moment a lead is marked Won, the Onboarding Agent auto-generates the client's welcome pack, setup checklist, and kickoff agenda. This pack is synthetic.
▦ Mission Control⬡ Agents▤ CRM◎ Content⧗ Ops & Revenue◴ Onboarding
✓ WON
Alderway Physiotherapy
Vancouver · Physio · Growth package — $500 setup + $300/mo

✉ Welcome email — auto-drafted

Generated from the won lead + brand voice
Welcome to xDLx, Alderway 👋 — here's what happens next

☑ Setup checklist

Auto-generated · agent-tracked
  • Kickoff call booked
  • Booking system connected
  • Brand voice + message wording approved
  • Lapsed-patient list imported
  • Reminder cadence live
  • First weekly report scheduled

◴ Kickoff agenda

15 min · auto-drafted
  • Confirm goals — win back lapsed patients, cut no-shows
  • Walk the live flow + approval gate
  • Set the weekly recovered-revenue report
  • Pick the first batch to reactivate