Client Onboarding
he path from "signed" to "your AI employees are live."
The 7-step pipeline
1. Kickoff call (30 min)
We meet the client, confirm scope, and set expectations. We walk away knowing what "done" looks like for them.
2. Questionnaire (~30 min, client-side) (Google Doc)
They fill out the Marblism Setup Questionnaire (attached). We'll draft most of the answers for them from their website — they just correct what's wrong.
3. Workspace setup (our side)
We build their Marblism workspace: business profile, industry, language, tone, brand colors, target customers. This is where their agents get a home.
4. Per-agent configuration
Each agent gets loaded with their section of the questionnaire — Eva gets the email rules, Rachel gets the call script, Stan gets the campaign, etc.
5. Business hours lock-in
Timezone from the questionnaire is applied to every agent. No 2am posts, no missed 9am calls.
6. Test & QA
We run test scenarios — a test email, a test call, a test post — before anything touches their real world.
7. Launch + handoff
Agents go live. Client gets a walkthrough: what each agent does, how to review output, how to request changes.
Who does what
| Step | Client | OneVector |
|---|---|---|
| Kickoff call | Attend, confirm scope | Lead the call |
| Questionnaire | Review/correct answers | Pre-fill from website |
| Workspace setup | — | Build |
| Per-agent config | Provide access | Configure |
| Business hours | Confirm timezone | Lock in |
| Test & QA | Approve test results | Run tests |
| Launch | Approve go-live | Flip the switch + train |
Timeline
- Kickoff → questionnaire: 2 business days
- Questionnaire → launch: 5 business days
- Total: about 1 week from kickoff to live
(Priority clients can be compressed to 3 days.)
The questionnaire
One intake, organized by agent — so setup is copy-paste, not guesswork. Each section maps directly to the agent it configures: Eva's section feeds her email rules, Sonny's feeds his content calendar, Stan's feeds his outreach campaign. Guardrails and reality-check questions apply to every agent.
Launch day
The client sees: their workspace, each live agent, and a short demo of what happens when a real email/call/lead comes in. First review session is scheduled within 48 hours. Nothing runs unsupervised — everything routes through the client's approval until they tell us otherwise.