A client onboarding portal your clients actually complete
One link for intake, assets, access, kickoff, and handoff — with automation that keeps projects moving without chasing.
Common problems
- • Clients forget what to send (assets, logins, copy, brand docs)
- • Onboarding lives in scattered emails, docs, and DMs
- • Your team has no single source of truth for status
- • Kickoffs get delayed because details are missing
What you get with OnboardFlow
- • A branded portal per client (or per project)
- • Clear task list + progress tracking
- • Automated reminders and internal follow-ups
- • Faster kickoff, fewer back-and-forth messages
How it works
Portal templates
Start from proven portal structures for agencies and consultants — then tailor questions and tasks to your process.
Asset & access collection
Collect files, links, credentials (securely), and approvals in a consistent workflow.
Automations that chase for you
Send timed nudges, create tasks, and move steps forward when clients complete items.
Built for agencies (by niche)
Want templates tailored to your service stack? Start here:
FAQ
What should a client onboarding portal include?
A good portal includes an intake form, asset collection, access requests, kickoff agenda, a checklist with owners/due dates, and a simple way to track what’s done vs. blocked.
Can I reuse the same portal for every client?
Yes. Most teams use a template for 80% of clients, then add a few project-specific questions or steps (e.g., Shopify app access vs. Webflow hosting).
Does this replace Notion/Google Docs?
It can replace parts of them. OnboardFlow focuses on collecting what you need and pushing the process forward (forms, tasks, reminders, approvals). You can still link out to docs when needed.