Copying the same details
Your team moves customer information between emails, documents, spreadsheets, and the CRM.
AI onboarding automation for B2B teams
Make customer onboarding less manual.
I help growing B2B companies use AI and automation to simplify one slow, repetitive part of onboarding. In 10 business days, you get a clear plan for what to automate, what to leave alone, and what to do next.
Remote · US-friendly hours · no system logins needed
A common growing pain
If someone has to keep chasing the process, it will not scale.
This is for a founder or operations lead who can point to one part of onboarding that gets slower and messier as more customers arrive.
Chasing people for updates
Someone is always waiting for a document, an approval, or an answer before work can move.
Checking every small step
The process only runs well when one experienced person watches it from start to finish.
The 10-day AI onboarding automation audit
In 10 days, you will know what to fix first.
I learn how the work happens today, look at a few real examples, and find the smallest useful improvement. You leave with a plan your team can act on.
A simple view of the current process
See where the work starts, who touches it, where it gets stuck, and what takes the most time.
The best place to start
Know which repetitive step is worth improving first—and which ideas are not worth the effort.
A practical build plan
Get a clear plan for the first small version, including what it should do and how to test it.
A straight answer
Leave knowing whether to build it now, improve the process without AI, or leave it alone.
If it is not worth building, I will say that plainly.
Work that has already met a real business
I build the work, then own the outcome.
I have built client experience systems, internal operations tools, and products people use across fintech, retail, education, and communities.
The job is never to add AI for its own sake. It is to make one slow, confusing, or fragile part of the business work better.
Client issues down by about 80%
Built AI-assisted discovery and resolution flows for a fintech team, reducing onboarding friction and helping clients get answers faster.
Tigest.Club
Built AI-agent workflows that turned social engagement into warmer leads instead of leaving useful conversations buried in notifications.
Seasonal planning and ordering portal
Built a portal for a major apparel retailer to manage next-season planning and ordering across stores, with AI-assisted decision support.
Learning platform
Built and launched a learning product for a financial education business, from the initial requirements through delivery.
Community and networking product
Built an AI-enabled event community product that also brought in $5,000 in sponsorship revenue during its first month.
Selected founder, contract, and employed work. Client and employer names are withheld where appropriate; no company endorsement is implied.
How it works
Show me how the work happens today.
We can work from conversations, screenshots, sample files, and examples with customer details removed. You do not need to hand over logins.
- Before day 1
Pick one problem
Choose the part of onboarding that repeats often, has a clear owner, and causes a real delay or cost.
- Days 1–4
Walk through the work
Show me what happens from start to finish, including the awkward cases and the places people get stuck.
- Days 5–8
Choose the best fix
Compare AI, simple automation, and process changes to find the option that gives the most value for the least risk.
- Days 9–10
Leave with a plan
Get the findings, the recommended first step, a practical build plan, and a recorded walkthrough.
Optional next step
Want help building it? That can come next.
If the audit finds something worth building, I can scope a small three-week pilot. We test it with sample information first, and your team stays in control of important decisions.
- Typical price
- $3,500–$5,000
- Timeline
- 3 weeks
- How we start
- Sample data first
Frequently asked
Before we start.
Do you need our system logins?
No. We can start with conversations, screenshots, sample files, and information with customer details removed. You do not need to share logins.
What if AI is not the right answer?
Then I will say so. A simple automation, a process change, or doing nothing can be the right answer.
Who actually does the work?
Abhishek handles the calls, the analysis, and the final plan. If a later build needs another engineer, you will know who is joining before work starts.
Can you work with a US team?
Yes. The work is remote, calls are scheduled with agreed US overlap, and most review happens between calls.
Can you build the pilot afterward?
Yes, if the audit finds something worth building. A small three-week pilot is priced separately, usually between $3,500 and $5,000. The audit work is yours either way.
A short first call
Tell me which part of onboarding your team hates doing.
In 20 minutes, we will see whether this audit is a good fit. No deck or long brief needed—just bring the process that keeps causing trouble.
Book a 20-minute call Or email abhishek.goel287@gmail.com