Onboard New Clients in Days, Not Weeks. One Portal. Zero Chase.
OnboardFlow gives your agency one branded portal per client. Forms, files, contracts, and payments — collected automatically with smart reminders. Stop chasing. Start delivering.
Free plan available · No credit card required · Cancel anytime
Still onboarding clients with spreadsheets and scattered emails?
The old way
- ✕Back-and-forth emails chasing logins, brand assets, and questionnaires
- ✕Dropped balls when onboarding steps get lost in Slack threads
- ✕Weeks of delay before actual project work even starts
- ✕Unprofessional experience that makes clients second-guess choosing you
The OnboardFlow way
- ✓One branded portal for every new client
- ✓Automated reminders so you never have to chase again
- ✓Everything collected before kickoff — forms, files, contracts, payments
- ✓Professional first impression that sets the tone for the entire engagement
Everything you need to onboard clients like a pro
Smart Intake Forms
Build dynamic questionnaires with conditional logic. Ask the right questions based on service type, industry, or package tier.
Secure File Collection
Clients upload logos, brand guidelines, and documents into organized folders. No more digging through email attachments.
AI-Powered Automation
Let AI draft welcome emails, parse form responses, suggest next steps, and flag incomplete submissions.
White-Label Client Portal
Fully branded with your agency's logo, colors, and domain. Clients see your brand, not ours.
Seamless Integrations
Connect to Slack, Notion, Asana, HubSpot, Stripe, and 50+ tools via native integrations and Zapier.
Onboarding Analytics
Track completion rates, average onboarding time, and bottlenecks. Know exactly where clients get stuck.
E-Signatures & Contracts
Send contracts and NDAs for signing — built right into the onboarding flow.
Smart Reminders
Automated nudges via email and SMS when clients haven't completed a step. Chase-free onboarding.
Go live in under 30 minutes
Build Your Flow
Use our drag-and-drop builder to create your onboarding workflow. Choose from 20+ agency templates or start from scratch.
Invite Your Client
Send a branded invitation link. Your client lands on a beautiful, guided portal — no account creation required.
Kick Off Faster
Everything lands in your dashboard, organized and ready. Start the real work on day one — not day fourteen.
Why agencies choose OnboardFlow
Go live in minutes
Pick a template, customize your flow, and send your first client invite — all in under 30 minutes.
Zero learning curve
No complex setup or training required. If you can use a form builder, you can use OnboardFlow.
Enterprise-grade security
SOC 2 Type II compliant, AES-256 encryption, and TLS 1.3. Your clients' data is safe.
Why agencies switch to OnboardFlow
Built for the problems every agency faces
Set up in under 5 minutes
Our AI wizard generates a complete onboarding flow from a few questions. No templates to configure, no manual setup.
Your brand, not ours
Clients see your logo, your colors, your domain. A professional experience that builds trust from day one.
Autopilot follow-ups
Automated reminders chase documents and missing info so you don't have to. No more email ping-pong.
See the AI Wizard in action
Answer a few questions and watch AI generate a complete onboarding flow for your agency in seconds. No signup required.
Question 1 of 3
What type of agency are you?
Simple, transparent pricing
14-day free trial on all paid plans · No credit card required
Free
Perfect for trying OnboardFlow
Start Free — No Credit Card Required- ✓5 active clients
- ✓2 onboarding flows
- ✓1 team member
- ✓500 MB storage
- ✓Basic analytics
Growth
Built for growing agencies
Start Trial- ✓50 active clients
- ✓10 onboarding flows
- ✓3 team members
- ✓10 GB storage
- ✓AI automation
- ✓White-label branding
- ✓Zapier & webhooks
- ✓E-signatures
Pro
For established agencies at scale
Start Trial- ✓Unlimited clients
- ✓Unlimited flows
- ✓10 team members
- ✓100 GB storage
- ✓Custom domain
- ✓API access
- ✓Advanced analytics + export
- ✓Priority support
Enterprise
Dedicated support & compliance
Contact Sales- ✓Everything in Pro
- ✓Unlimited team members
- ✓SSO / SAML
- ✓SLA & uptime guarantee
- ✓Dedicated account manager
- ✓Custom integrations
Frequently Asked Questions
Most agencies are up and running in under 30 minutes. We offer 20+ pre-built templates for common agency types.
No. Clients access their onboarding portal via a secure, unique link. No passwords, no downloads, no friction.
Absolutely. On Growth and Pro plans, you get full white-labeling: your logo, your colors, your custom domain.
We natively integrate with Slack, Notion, Asana, Monday.com, HubSpot, Stripe, Google Workspace, and more. Plus 5,000+ apps via Zapier.
Yes. OnboardFlow is SOC 2 Type II compliant, uses AES-256 encryption at rest and TLS 1.3 in transit.
You choose a plan or your account pauses (no data is deleted). No credit card is required to start.
Yes. Built-in e-signatures are available on Growth plans and above, directly within the onboarding flow.
Yes. Free includes 1 seat, Growth includes 3, and Pro includes 10 team members. Agency gets unlimited.
⭐ Limited Offer
Become a Founding Member
Lock in a lifetime discount, get priority support, and help shape the product. Only available during our launch period.
Claim Your Spot →Ready to onboard clients like a pro?
Join agencies who cut their onboarding time by 80%. One portal, zero chase, professional first impressions — every time.
Start Your Free Account →Free plan · No credit card · Live in 5 minutes