Onboard your new clients.
Right after they sign.
No endless forms, sending meeting links or chasing payments.
Everything flows effortlessly through a step-by-step client onboarding wizard.
No endless forms, sending meeting links or chasing payments.
Everything flows effortlessly through a step-by-step client onboarding wizard.
Collect information from your clients and copy in anyone who needs to see it via email. Completely automated.
Collect a deposit and get the ball rolling the moment they’ve signed. Integrates with Stripe, PayPal and GoCardless.
Explain next steps, give them information or simply thank them for signing. Content steps give you ultimate flexibility.
Use Calendly to get that first project kick-off call booked in at the moment they are most engaged.
Want to redirect your client to your website after completing onboarding? Just set a URL and we’ll ship them right there.
New clients mean new information - billing details, login credentials, content submissions, and more. Collect it all in a neat, easy to complete form.
Set up multiple forms for different purposes and auto-CC relevant people.
One of the first things you want to do once your client signs is collect that deposit. It reaffirms the deal and gets the ball rolling. Connect your Stripe, GoCardless or PayPal account and take payments instantly.
The amounts can either be fixed or calculated automatically depending on the options they choose in the Pricing Table. Want to start a subscription for automatic monthly or annual payments? No problem.
Yes, you could do this manually. But wouldn’t it be smoother if it happened all at once? Just sync your Calendly account and your call booking screen appears right there in the Onboarding flow.
You control the order of your onboarding, so if you want that payment before people can book the kick-off call with you - easy.
Educating your new client about your processes is vital to setting boundaries and having a good relationship. Describe a process, show examples or explain what happens next. If you'd like to simply redirect your client to your website or somewhere else once Onboarding is complete, you can.
Your logo, colors, fonts, and branding are all pulled in from your proposals so your client experiences a consistent, classy transition from proposal to Onboarding. The impression this leaves is unmatched. It's this level of professionalism that confirms you were the right choice.