Step-by-step onboarding checklists for new clients - track progress, assign tasks, and send automated reminders. The first 30 days set the tone for the whole relationship. Make sure they go smoothly.
The manual follow-up, the "hey did you send that?" emails, the client who never knows what to do next - this solves all of that.
Build a master onboarding template for your agency, then customize it per client. Add or remove steps, reorder tasks, and adjust deadlines without starting from scratch every time.
At a glance, see where every client stands in onboarding. Completion percentage, tasks done, tasks outstanding. No spreadsheet, no status meeting required.
Some tasks belong to your team. Some belong to the client. Assign each step to whoever is responsible. Everyone sees their own to-do list and only needs to worry about their part.
When a task goes overdue, a reminder goes out automatically. Your team gets notified if it is their task. The client gets a gentle nudge if it is theirs. You do not have to remember to chase anyone.
Clients receive a summary of their outstanding onboarding tasks on a regular cadence. They stay informed without you having to write individual update emails for each one.
Clients see their onboarding checklist right inside their portal. They know what is done, what is pending, and what they need to provide. No "what is still needed from me?" emails.
Build it once, apply it to every new client, and let the automation handle the follow-up.
Create a checklist template that reflects your agency's standard onboarding process. Tasks, owners, due dates - set it up once and reuse it across clients.
When you bring on a new client, apply your template. Customize any steps that are specific to that engagement. The checklist is live in their portal immediately.
As tasks are completed, progress updates in real time. Reminders go out automatically for anything overdue. You see the status of every client's onboarding from your dashboard.
A chaotic onboarding experience sets a bad tone before you have delivered anything. Give new clients a clear, professional start - and keep your team from having to manage it by hand.