Onboarding
Get your board up and running in weeks, not months.
Three productized engagements. Fixed fees, clear timelines, honest scope. We configure the portal, train the AI Board Secretary on your history, and run the first meeting with you.
Not every board needs guided setup.
If your board operations are in reasonable shape and you have time to self-drive, you can go straight to Free or Starter. Onboarding is for when you want the system to be right the first time, fast.
Onboarding is right for you if:
- •You want a board portal live in weeks, not months
- •You've tried to self-implement and watched it stall
- •You want the Secretary trained on your actual history
- •You're a new ED who wants a cleaner baseline
Skip onboarding if:
- •Your board operations are already humming
- •You have an internal champion with time to drive setup
- •You only need the basics: agenda, minutes, voting
- •Cost is the deciding factor — Free works
Pick the level of help that fits.
Quick Start
Moving from email or a shared drive, or starting fresh. Your portal is configured and ready for your next meeting.
- Portal configured for your bylaws
- Last 6 months of meetings imported
- 1-hour training for directors
- First meeting agenda built with you
- Board live in ~2 weeks
- Directors trained and confident
- Your first meeting in BoardSite
Guided Migration
Boards with committees, past records, and member onboarding needs. Fully stood up, documents and workflows included.
- Full historical document migration
- AI Secretary trained on your archive
- Committee structure rebuilt
- Two-meeting onboarding cadence
- Zero data left behind
- Secretary fluent in your history
- Two meetings run with us
Full Migration
Switching platforms or organizing years of history. Your board memory migrated, organized, and relaunched with training.
- Everything in Guided Migration
- Bylaws + charter review with counsel partner
- Annual evaluation cycle launched
- Quarterly check-ins for first year
- Clean governance baseline
- Evaluation cycle running
- Quarterly partnership for year one
Four steps. No surprises.
30 minutes. We learn your governance shape, current tools, and pain points.
Fixed fee, fixed timeline, written deliverables. You sign before we start.
We configure, import, and train the AI Secretary on your history.
We run your first meeting with you. Then it's yours.
Not sure which tier? Take the 5-minute assessment.
We'll recommend the right engagement — or tell you if you should skip onboarding entirely.