Agencies
Onboarding stops being tribal knowledge.
Signed contract to kickoff runs itself: task list, folders, channels and intake form created the same way every time, for every account.
Answer a few questions and we'll design a concept for your process.
Client onboarding
7 clients in flight · avg signed-to-live 18 days · 41 steps run automatically this month
2
awaiting signature
1
deposit unpaid
1
blocked on access
0
missed kickoff steps
Halberd Dental
Agreement e-signed · today
Volt EV Charging
Deposit paid · $4,500
Nomad Coffee
Brand form 3 of 5 answers
Pike & Rowe
Assets received · 24 files
Cedar Financial
Ad account access pending
Bright Orthodontics
Day 14 · retainer billing on
Stax Logistics
Day 22 · QBR scheduled
Automation run · Halberd Dental
4 of 8 steps complete · no manual handoffs
Proposal accepteddone
Agreement generated from template and sent for e-signature
Agreement e-signeddone
Countersigned copy filed to the client record
Deposit invoicedone
50% deposit invoiced automatically · paid in 4 hrs
Workspace createddone
Folder, channel and task list built from the client type
Intake form sentrunning
Answers write back to the same record the team works from
Kickoff scheduledqueued
Fires once intake hits 100% · reminder 24 hrs before
Day-7 status emailqueued
Composed from real task progress, not a template
Retainer billingqueued
Monthly invoice starts the day the account goes live
Example interface · sample data · no client data shown
How the process runs
One record, start to finish.
- 01
Signed
A closed deal triggers the onboarding checklist for that service.
- 02
Setup
Folders, channels and the client intake form are created automatically.
- 03
Delivery
Deliverables, approvals and revisions live on the account, not in email.
- 04
Reporting
Client-facing status is generated from the work already logged.
Sound familiar
Nothing looks broken. It's held together by memory.
- Every onboarding depends on who's running it
- Scope creep isn't visible until it's billed
- Status reports are rebuilt by hand each month
What you get
Built for marketing & ai agencies — not adapted to it.
- Per-account pipeline board
- Templated onboarding task lists
- Client approval trail on each deliverable
- Scope and revision tracking
- Auto-built client status reports
- From $250/mo
- Starting monthly license. No $15,000+ dev bill.
- 2 weeks
- To a first working version in your hands.
- 30 min
- Free process audit. You keep the plan.
See what this looks like for your business.
Describe how your process runs today and we'll design a concept for it — interface, automations and all.
Get a custom concept by email, or book a call if you'd rather talk it through.