Client portal templates built for real agency workflows
Start from a proven template, customize it to your niche, and reuse it across every new project.
Common problems
- • Building portals from scratch takes too long
- • Templates in Notion don’t enforce completion
- • Processes drift when everyone improvises
- • New team members need a clear playbook
What you get with OnboardFlow
- • Launch new projects with a consistent portal
- • Keep a library of templates per service
- • Reduce training time for new PMs
- • Improve client experience with clear steps
How it works
Template library
Spin up portals for common services — and keep your best-performing onboarding flows reusable.
Custom branding
Match your agency: logo, colors, and a clean client experience.
Modular steps
Mix-and-match intake, assets, access, kickoff, and approvals depending on the project.
Built for agencies (by niche)
Want templates tailored to your service stack? Start here:
FAQ
What’s included in a good client portal template?
Typically: welcome + expectations, intake questions, asset/access requests, kickoff checklist, timelines, and a clear “next steps” section.
Can I create templates for different niches?
Yes. Many agencies keep one template per niche (Shopify builds vs. Webflow sites vs. PPC retainers) so clients only see relevant steps.
How fast can I set up a template?
Most teams can adapt a template in under an hour, then reuse it for months.