For Coaches, Courses, and SaaS Products That Need Better Onboarding

Build AI Workbooks That Onboard, Educate, and Prepare Your Clients Automatically

Guide new clients, students, or users through interactive pages that collect key info, teach essentials, and personalize their next steps — all before your first call or login

Create Your Onboarding Workbook

4 Ways to Simplify and Scale Your Onboarding Process

AI Workbooks combine education, automation, and personalization to make every new client or student feel supported and ready to succeed from day one

Collect Client Info Before You Meet

Gather goals, background details, and key data through smart form blocks — so every session starts with context

Educate and Set Expectations

Use videos, checklists, and AI-generated summaries to teach core concepts or prepare users for next steps

Personalize the Journey Instantly

AI adapts each workbook to the person — delivering tailored advice, lessons, or setup guidance automatically

Automate Follow-Up and Support

Let embedded AI Agents answer onboarding questions, recap info, or guide users to the right resources — without extra work from you

Streamline Your Onboarding With AI Workbooks That Teach and Prepare for You

Start Your Free 7-Day Trial - Build Smarter, Interactive Workbooks, Courses, Challenges & Lead Magnets Today

What’s included

  • Unlimited Agents
  • Unlimited Pages
  • Unlimited Courses
  • Unlimited Students
  • Unlimited Forms
  • Unlimited Lead Magnets
  • Custom Domain
  • Zero Transaction Fees

Simple & Clear Pricing

$45 /month
billed annually or $60 monthly
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30-day, no-questions-asked refund

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