Atlas Client Onboarding Sprint (5-7 days)
A 5-7 day sprint to configure Atlas for a client's operations, deploy monitoring agents, and establish meeting action-item tracking, delivered as a fixed-fee productized service. Time: 5-7 days.
By InnovaAI ResearchPublished
Atlas Client Onboarding Sprint (5-7 days)
A 5-7 day sprint to configure Atlas for a client's operations, deploy monitoring agents, and establish meeting action-item tracking, delivered as a fixed-fee productized service.
- Client provides admin access to Gmail, Google Calendar, Slack, HubSpot, GitHub, Linear, Google Drive, and Brex
- Client identifies key operational metrics (e.g., unpaid invoices, unowned charges, stalled deals)
- Client assigns a point of contact for onboarding sessions and daily briefings
- Agency confirms Atlas subscription ($99/month) is active and billing is set up
- Client agrees to data usage and privacy terms for connected tools
- 1.Create Atlas account and connect client's Gmail, Google Calendar, Slack, and HubSpot
- 2.Connect Brex, GitHub, Linear, and Google Drive to enable comprehensive monitoring
- 3.Run initial 'Ask anything' queries to verify data extraction and sourced answers
- 1.Review Atlas's automatically proposed monitoring agents and select those aligned with client priorities
- 2.Configure agents for unowned charges, quiet deals, and unpaid invoices
- 3.Set up daily briefing preferences so the client starts each day knowing what moved
- 1.Enable Atlas as a participant in client meetings (calendar integration)
- 2.Test action-item extraction by running a mock meeting and verifying tasks are created with owners and due dates
- 3.Adjust meeting follow-up settings to match client workflow
- 1.Train client team on using Atlas's question-answering feature for operational queries
- 2.Document how to interpret sourced citations in Atlas responses
- 3.Create a quick-reference guide for daily briefing review
- 1.Conduct a review session to evaluate monitoring agent performance and refine thresholds
- 2.Set up a weekly check-in cadence for ongoing optimization
- 3.Deliver handoff guide and finalize the managed service agreement
Agency charges $1,800 for a 16-hour engagement, yielding an effective hourly rate of $112.50. With Atlas's $99/month subscription, the agency's cost per client is minimal, and if the agency manages multiple clients under one Atlas account, the margin expands further. The fixed fee covers setup and training, while the recurring subscription can be passed through or marked up for ongoing managed service revenue.
- Atlas environment configured with client's connected tools
- Deployed monitoring agents for unowned charges, quiet deals, and unpaid invoices
- Meeting action-item tracking enabled with auto-created tasks
- Daily briefing settings configured and tested
- Handoff guide and client training documentation
Client's Atlas instance is live with monitoring agents active, meeting action items converting to tracked tasks, and the client team trained on daily use.