Stop Chasing New Clients for the Information You Need to Start.
Onboarding questionnaires come back half-filled with “TBD” in every field. Perspective replaces your static client onboarding form with an AI conversation that walks new clients through goals, requirements, stakeholders, and success metrics — so your team gets a complete brief on day one, not after ten emails of back-and-forth.
Same Questionnaire. Same “TBD.” Same Slow Start.
See what changes when you replace your static onboarding questionnaire with an AI conversation that captures everything your team needs to start — in one sitting.
The Static Onboarding Questionnaire
- Onboarding questionnaires come back half-filled — “TBD,” blank fields, and vague answers that require a follow-up email chain to clarify
- Your team starts work without complete requirements, then discovers missing context three weeks in when it’s expensive to course-correct
- New clients don’t know what information you need or why you need it, so they skip fields or give surface-level answers that don’t help
- Every CSM or project lead reinvents the onboarding process — some ask the right questions, some don’t, and institutional knowledge walks out the door when people leave
AI Client Onboarding with Perspective
- Your AI onboarding conversation walks new clients through goals, requirements, stakeholders, success metrics, and timeline expectations — with follow-up questions that turn “TBD” into specific answers
- Adapts based on responses: a client mentioning tight deadlines gets urgency and dependency questions, while a client with complex requirements gets scoping and approval process questions
- Clients share more because the conversation explains why each question matters and gives them space to think — no more intimidating spreadsheets or 40-field forms
- Your team gets a complete client brief on day one — routed to Salesforce, Gainsight, or Slack — ready to start work without the back-and-forth
Deploy Your AI Client Onboarding in Minutes, Not Months
Three steps to replace your static onboarding questionnaire with an AI conversation that captures everything your team needs on day one.
Define What Your Team Needs to Start Right
Tell Perspective the questions that prevent slow starts — goals, success metrics, stakeholders, requirements, timeline, dependencies, and communication preferences. It builds a client onboarding AI that asks follow-ups when answers are vague or incomplete. No flowcharts, no code.
Send the Moment the Deal Closes
Deploy via email, Slack, or embedded in your welcome sequence. New clients complete the onboarding conversation on their own time — with space to think and consult their team instead of scrambling to fill out a spreadsheet during a kickoff call.
Start Every Engagement With Full Context
Your team gets a complete client brief — goals, stakeholders, success metrics, requirements, and timeline — routed to Salesforce, Gainsight, or Slack. Kickoff calls become working sessions. Time-to-value drops. Clients feel understood from day one.
Try the AI Client Onboarding Conversation Yourself
This is a live AI conversation — the same experience your new clients would have after signing. See how it captures what a half-filled questionnaire never could.
This is a live conversation, not a recording.
A New Client Just Signed. Do You Have Everything You Need to Start?
Stop chasing new clients for basic information. Give every new engagement an AI onboarding conversation that captures goals, stakeholders, requirements, and success metrics — so your team starts work on day one, not after ten emails.
No credit card required • Cancel anytime