Start every new client right, with a dated first 30 days and a baseline before any work.
Starts a newly signed client the right way, with a baseline taken before any work begins. You get a welcome message, the access you need, a dated first 30 days and a kickoff agenda.
About 27 credits a run · Works in ChatGPT, Claude and the AI you already use
How to ask for it
Ask your AI in your own words.
Once Loadout is connected, your AI picks this power when you ask for the job. This request runs it, with the underlined parts swapped for yours.
Use Loadout to onboard my new client Austin Smiles, a dental clinic I'm doing local SEO for
It also runs when you say things like
- I just signed a client
- they signed and paid
- onboard my new client
- kickoff call agenda
- what access do I need from the client
- set expectations with a new client
- first 30 days plan
- I need a quick win
What you get
Six pieces of finished work.
A published pack with a welcome message, access checklist, expectations, a dated first 30 days, kickoff agenda and the baseline table.
- 01A welcome message under 150 words with one ask
- 02The access checklist, with who provides each item
- 03What the client will and will not hear from you
- 04A dated first 30 days with a quick win in week one
- 05The kickoff agenda, and the baseline table
- 06One pack at one link the client can return to
Your route
Four ways to run it.
Your AI asks where you're starting from and picks the route that fits. You can always choose another.
Kickoff call
For most monthly or project work.
Async start
When the job is small and fixed, or the owner is hard to pin down.
Workshop
When the work is larger or strategic, like a rebuild or an AI rollout.
Takeover
When the client is leaving another provider.
What it asks you
- Who signed and for what
- Has any work started
- The checks that measure this service
- What the client already uses
- How they want to hear from you
The live data it reads
Scan website
Audits a website, covering technology, speed, AI crawler access, structured data, contact details, page weight and the layout at each screen width, with the top fixes.
Check local rank
Maps where a business ranks on Google Maps across its area, as a heatmap for each keyword.
Check reviews
Reads a business's Google, Yelp, Trustpilot and Tripadvisor reviews: rating, review pace, reply rate, the owner's replies and what customers complain about.
Check AI visibility
Shows which businesses ChatGPT, Perplexity, Gemini and Google AI recommend, and how often they recommend yours.
Check keywords
Looks up how many people search each of your exact phrases, with cost per click and trend.
Check email setup
Checks whether a domain's email is set up to reach the inbox (SPF, DKIM, DMARC) and gives the exact records to fix.
Check a message
Scores an outreach message, direct message or reply for whether it reads as written by a person, and names the lines that give it away.
What it costs
About 27 credits a run.
For a 7x7 Maps grid and Google reviews as the baseline. Your AI shows the cost before it starts, and nothing is spent without your yes.
Not made for
It does not do the work itself, the agreement and payment step, or your own invoicing.
The work around it
Part of the AI Automation playbook.
Find the work AI can take over, then build it. Every piece below comes from one run of the playbook, for one business. Pick another to see its set.
The whole AI Automation playbook
Find the work AI can take over, then build it.
Offer sheet
Packages, prices and a guarantee, pressure-tested.
Prospect list
Businesses that need it, with the owner's contact.
Outreach, call brief and proposal
A sequence, a call brief, a proposal to sign.
Opportunity note per prospect
The hours AI could give back, priced.
Opportunity map and build spec
The pilot, written so it can be built.
Go-live checks and handover pack
Live, tested, and handed over to the team.
Monthly impact report
What it saved this month, in hours.
Client file per client
Starting numbers, what was agreed, every month.
Opening 12 November
Join the waitlist.
Loadout opens to everyone on 12 November. Leave your email and we'll tell you the moment it does.
Goes well with
In six playbooks.
A playbook runs its powers in order, from finding the client to the monthly report. Every power and playbook is in the one plan.
Questions
Before you run it.
How much does Client Onboarding cost?+
About 27 credits a run, for a 7x7 Maps grid and Google reviews as the baseline. Your AI shows the cost before it starts.
What does Client Onboarding hand over?+
A published pack with a welcome message, access checklist, expectations, a dated first 30 days, kickoff agenda and the baseline table. A welcome message under 150 words with one ask. The access checklist, with who provides each item. What the client will and will not hear from you. A dated first 30 days with a quick win in week one.
What do I need to give it?+
Who signed and for what, Has any work started, The checks that measure this service, What the client already uses, How they want to hear from you. Your AI asks for anything missing.
Which AI apps does it work in?+
ChatGPT, Claude, Claude Code, Codex, Grok and Muse. You connect Loadout once and the same account works in all of them.