CLIENT ONBOARDING AUTOMATION
Stop losing 12+ hours per client on manual onboarding
Automate everything. Get paid faster. Look professional. Save 70% of your time with automated workflows and integrated payments. Make first impression the right way.
PERFECT FOR
Built for every digital service business
Whether you're a solo freelancer or a growing agency, Onboardly adapts to your needs
Marketing Agencies
10-50 clients/month • 5-50 employees
- Eliminate payment delays
- Standardize processes
- Template workflows
Design Agencies
5-20 projects/month • 2-20 employees
- Collect requirements fast
- Streamline contracts
- Organize documents
Freelancers
2-10 clients/month • Solo operator
- Save 70% of your time
- Look professional
- Automated reminders
Consulting Firms
5-25 clients/month • 3-20 employees
- Streamline client intake
- Collect requirements efficiently
- Professional client experience
THE PROBLEM
Tired of manual onboarding chaos?
Service businesses waste countless hours on repetitive onboarding tasks, lose revenue to payment delays, and struggle to maintain a professional image. Sound familiar?
Hours Wasted on Manual Tasks
Spending 10+ hours per client on emails, document collection, and follow-ups. Time that could be spent growing your business.
Payment Delays Kill Cash Flow
Chasing payments for weeks, sending multiple invoices, and dealing with payment processing delays. Your revenue shouldn't wait.
Inconsistent Onboarding
Every client onboarding is different. Missing steps, forgotten documents, and confusion lead to frustrated clients and lost opportunities.
Looks Unprofessional
Generic email chains, scattered documents, and manual processes make you look small-time. First impressions matter.
Endless Follow-up Emails
Sending reminder after reminder, tracking who responded, and manually following up. There's got to be a better way.
Can't Scale Efficiently
Adding more clients means more manual work. Your team gets overwhelmed, quality suffers, and growth becomes a burden.
KEY FEATURES
Everything you need to automate onboarding
Built-in E-Signature
Collect signed contracts instantly with built-in e-signature support. No need for external tools clients sign directly in the portal.
Branded Client Portal (No login)
Professional, fully customizable client portal with your logo, colors, and branding. Secure magic link access no login required. Impress clients with a polished, frictionless experience.
Payment Integration
Get paid faster with integrated Stripe, PayPal, and Wise. Collect payments directly in the onboarding flow with automatic invoicing. Multiple payment cycles supported.
Smart Reminder Automation
Automated email reminders reduce manual follow-ups by 70%. Smart scheduling ensures clients complete tasks on time.
Workflow Builder
Create custom multi-step onboarding workflows with drag-and-drop simplicity. Standardize processes and ensure nothing is missed.
Template Library
Reusable templates for common scenarios. Save time and maintain consistency across all client onboardings.
File Storage
All files from each onboarding are securely stored and easily accessible in your dashboard. Review, download, and manage documents in one centralized location.
Realtime Updates
See changes instantly. When clients or agency owners update anything in the onboarding, it updates in realtime for all stakeholders. No refresh needed.
Mini CRM
Built-in client management system. Track client information, onboarding history, and activity all in one place. No need for separate CRM tools.
COMPREHENSIVE STEP TYPES
Everything you need in one platform
Build complete onboarding workflows with 8 powerful step types designed for every business need
Sign Contract
Collect signed contracts with e-signature support or manual upload
Pay Invoice
Collect payments with Stripe, PayPal, and Wise integration
Complete Form
Collect structured information with custom fields and validation
Schedule Meeting
Book meetings seamlessly with Calendly integration
Upload File
Collect documents and files with secure storage
Review & Approve
Client review and approval workflow for documents
Grant Access
Request access credentials and permissions securely
Manual Task
Internal tasks for team members with assignment and tracking
Build powerful workflows with these step types
Create Your First WorkflowBUSINESS BENEFITS
Save time, get paid faster, and scale effortlessly
Onboardly transforms your client onboarding from a time-consuming manual process into an automated, revenue-generating system.
Reduce Onboarding Time by 70%
Automate repetitive tasks and eliminate manual follow-ups. Focus on what matters most.
Get Paid 40% Faster
Integrated payment processing eliminates delays. Collect payments directly in the onboarding flow.
Professional Brand Experience
Impress clients with a branded portal that reflects your business. Build trust and credibility.
Scale Without Overhead
Handle more clients without proportional increases in administrative work. Grow your business efficiently.
HOW IT WORKS
Get started in 5 simple steps
Send Link
One simple link to rule them all
Client Fills
All info collected seamlessly
Signs
Digital signatures made easy
Pays
Instant payment processing
Done!
Client onboarded successfully
Learn more about our onboarding workflows and automation features
USE CASES
See how agencies transform their onboarding
Real agencies using Onboardly to streamline client onboarding and get paid faster
Zapro
Web Design & Development Agency
The Challenge
Zapro was spending 15+ hours per client on manual onboarding collecting requirements, gathering documents, chasing contracts, and coordinating payments. This manual process was slowing down project starts and creating bottlenecks.
The Solution
Onboardly automated their entire onboarding workflow. Clients now receive a branded portal link, complete forms, sign contracts with e-signature, and make payments all in one seamless flow.
Results
- • 75% reduction in onboarding time
- • 50% faster payment collection
- • Zero manual follow-ups needed
- • 100% client satisfaction
Brandix
Branding Agency
The Challenge
Brandix struggled with inconsistent onboarding processes across clients. Each project required different documents, brand guidelines, and creative briefs. The manual process made them look unprofessional and delayed project kickoffs.
The Solution
With Onboardly's template system, Brandix created standardized workflows for different project types. Clients access a professional branded portal, upload brand assets, complete creative briefs, and sign contracts all automatically tracked.
Results
- • 70% time savings on onboarding
- • Professional brand image
- • Consistent process across all clients
- • Faster project starts
PRICING
Simple, transparent pricing
Start free, upgrade as you grow
Starter
Billed annually, or $29 monthly
- 10 onboardings per month
- 3 team seats
- Branded portal
- Basic integrations
Growth
Billed annually, or $79 monthly
- Unlimited onboardings
- Unlimited team seats
- Custom domain
- All integrations
- Priority support
Need a custom plan? Contact admin@onboardly.agency
INTEGRATIONS
Works with the tools you already use
Connect your favorite services and streamline your workflow
StripePayPalWiseCalendlyFREQUENTLY ASKED QUESTIONS
Everything you need to know
Get all the answers you need about Onboardly, explained clearly and simply for quick understanding.
Ready to automate your client onboarding?
Join thousands of agencies and service providers who save time and get paid faster with Onboardly.