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Case study · Web Apps

AI Client Onboarding

An AI-guided web app that replaces the agency discovery call with a smart onboarding wizard, risk scoring and an instant project brief.

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AI Client Onboarding shown on desktop, tablet and mobile

Overview

Project overview

Discovery calls are where most agency projects start, and where a lot of time is lost: the same questions every time, notes scattered across documents, and briefs written up days later. AI Client Onboarding turns that call into a guided web experience. Clients pick a track (website, branding or business automation), answer 20 to 25+ adaptive questions, and the app produces an AI project report with risks, budget fit and a cost estimate, then hands everything to the team automatically.

Client
Studio project
Industry
Agencies & professional services
Category
Web Apps
Services
Web AppsAI AgentsAutomation

01 / Challenge

The challenge

Agencies repeat the same discovery questions on every call, and the answers end up in notes that are hard to compare. Risks and budget mismatches are often spotted late, and turning a call into a written brief takes time nobody has.

02 / Approach

Our approach

We designed separate discovery tracks for websites, branding and automation projects, each with its own adaptive question flow. Answers feed a scoring step that flags risks and checks budget fit before an AI model writes the analysis. Delivery was automated end to end so nothing depends on someone remembering to follow up.

03 / Solution

The solution

A responsive React and TypeScript web app with a step-by-step wizard and clear progress tracking. On completion it generates an AI project report with a cost estimate, exports a branded PDF brief, emails the team through a serverless function and creates a ClickUp task, all from a single submission. It runs on Netlify with an automated test suite in CI.
Features

What it does

  • 01

    Three discovery tracks

    Website, branding and business automation flows with 20 to 25+ adaptive questions each.

  • 02

    Risk & budget scoring

    Flags red flags and checks whether the budget fits the scope.

  • 03

    AI project report

    Analysis and cost estimate generated from the client's answers.

  • 04

    Branded PDF brief

    A ready-to-share brief created in the browser.

  • 05

    Automatic handoff

    One-click email to the team and a ClickUp task, so no lead is lost.

  • 06

    Fully responsive

    Designed for desktop, tablet and mobile.

Screenshots

A closer look

AI Client Onboarding shown on laptop, tablet and phone
Responsive onboarding wizard across desktop, tablet and mobile
Flow diagram: client, discovery flows, risk scoring, AI analysis, outputs
How it works: adaptive interview → risk & budget scoring → AI analysis → PDF, email and ClickUp task

Technology

Built with

  • React
  • TypeScript
  • Netlify Functions
  • DeepSeek
  • jsPDF
  • Resend
  • ClickUp API
  • Vitest

See it running for yourself.

Live demo Source code
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