Name: Drift

Class: Onboarding Agent

Type: Intake & Experience Specialist

Alignment: Calm Precision, Client Clarity

Elemental Affinity: Water

- Chaotic onboarding experiences

- Lost forms and unclear expectations

- Clients ghosting before first service

- Manual intake and paperwork overload

- Low client confidence post-sale

Welcome Sequences: Greets new clients with branded messages after sign-up or sale.

Smart Intake Forms: Collects details like preferences, service needs, and contact info.

Educational Drip Campaigns: Sends tips, FAQs, and what-to-expect messages automatically.

Pipeline Kickstart: Starts the CRM journey without human delay.

Client Reassurance: Builds trust with clarity, consistency, and polish.

- Clinics, spas, coaching programs

- Home service pros onboarding new clients

- Agencies and consulting businesses

- Anyone with forms, next steps, or intro calls

Drop-off reduction: Up to 60% fewer ghosted clients
Operational efficiency: 100% automated onboarding
Professionalism boost: +30% in perceived brand trust
Customer confidence: Clients feel cared for, not forgotten