Client onboarding
Last updated: May 2026. This page may be updated from time to time.
This is what the first two weeks of a CorpFlowAI engagement look like. Each step below is real work that a person does — nothing is auto-routed, nothing is templated past the point where templating would do harm. If a step is going to slip, we tell you on the day it slips, not at the end.
The first 14 days
From intake to continue-or-close
Intake submitted
You submit the AI Lead Rescue intake form (or an equivalent intake link we send you). We capture the business name, how enquiries arrive today, the follow-up problem you want fixed first, and the owner's preferred alert channel.
Operator review
A CorpFlowAI operator (a person, not an auto-router) reads your intake. If anything is unclear, they reply by email with one to three short questions. If we cannot help, they tell you on Day 1, before money is discussed.
Decision and scoping
If the engagement fits, we send a written pilot scope: what is in, what is out, and what counts as "pilot complete". We also send the appropriate invoice route - MUR for Mauritius clients, USD for international clients.
48-hour pilot setup
Once the invoice is paid, the 48-hour clock starts. We connect one lead source (form, email, WhatsApp, or Google Form), wire the alert path on the owner's preferred channel, set up a Google Sheet log that you own from day one, and configure a daily summary email. By the end of Day 5 the system is live.
Operator-watched pilot
Seven business days of operator-watched monitoring. Every business day we test the alert path, confirm the daily summary delivered, and check the lead log against the operator follow-up status. We fix issues quickly and answer your operator's questions in writing.
Pilot review meeting
A scheduled meeting with the business owner. We review the actual lead-capture and follow-up data from the pilot - what was captured, what alerts fired, what the daily summary looked like, and where the operator follow-up sits. No slides; the data is the artifact.
Continue or close
You decide, with the data in front of you. Continue means a written next-month scope, billed on the same currency channel. Close means we hand over everything we built (the Sheet, the alert config, the summary template) and step back. Either way, you keep the artifacts.
What we ask for, and what we do not
Access boundaries
A CorpFlowAI pilot is intentionally low-access. If a pilot would need more than this list, we say so on Day 2 (in writing) and you decide whether to proceed before any payment is taken.
What you provide
- Login or forwarding access for one lead source (form, mailbox, WhatsApp, or Google Form)
- An owner notification channel: email, SMS, or WhatsApp
- Access to a single Google Sheet (we share, you own)
- A 30-minute review meeting on Day 13
What we do not ask for
- No card or banking details on this website
- No deep CRM credentials
- No production database access
- No long-term commitments before the pilot review
What “pilot complete” means
Done is defined before we start
A pilot is complete when all four conditions below are true. We confirm them together at the Day 13 review meeting; the continue-or-close decision is made after that, not before.
- One lead source has been captured live for at least 5 business days
- The owner has received at least one real alert and at least one real daily summary
- The Google Sheet log is up to date and owned by the client
- The Day 13 review meeting has taken place with the owner
What happens after Day 14 is a separate decision. If we continue, the next month’s scope is written down before any further invoice. If we close, the artifacts are yours and we step back cleanly.