Getting started with a new GTM platform shouldn’t take weeks of setup calls, spreadsheets, and guesswork.
That’s why we’ve released AI-assisted New Client Onboarding—a fully automated, conversational onboarding experience that configures your Prospectory workspace end-to-end and seamlessly launches your first AI-powered campaigns.
This isn’t a checklist.
It’s an AI that thinks like an SDR strategist and sets your account up for success from day one.
AI-assisted New Client Onboarding is an AI-led conversational system that automatically configures:
All through a simple, guided conversation.
You answer a few strategic questions.
Prospectory builds the strategy and activates it through AI Campaigns.
Define your target accounts and buyer personas through a natural conversation—no forms, no frameworks required.
Prospectory instantly creates:
These outputs directly power your AI Campaigns—no rework required.
Your onboarding flows directly into auto-generated AI Campaigns, pre-configured with:
From onboarding → live campaigns in minutes.
The AI walks you through connecting tools and data sources so nothing blocks activation or campaign execution.
Traditional onboarding is slow, expensive, and disconnected from execution.
With AI Onboarding:
Strategy and execution finally move at the same speed.
If you want results without setup friction, this is built for you.
No handoff. No gap between setup and execution.
