Onboarding
Onboard a new client without an email chain.
A new client showing up usually means five separate things landing in five separate places: a welcome email, a questionnaire, a booking link, a shared folder, a reminder to sign something. Onboarding puts all five on one page a client opens once, so "what do I do first" has an answer without you having to write it out again for every new client.
How it works
Three steps, start to finish.
No configuration screen full of settings to get right first — pick it, write it, send it.
- 01
Set the checklist
List what has to happen before real work starts — sign, pay, fill in a form, book a call, whatever your process actually is — and each item can carry its own short description.
- 02
Ask what you need to know
Build a custom intake form from six question types: short answer, long answer, multiple choice, multi-select, yes/no and date. Mark the ones you actually need answered as required.
- 03
Watch it get done
Each client sees their own checklist and ticks items off as they go, in whatever order suits them. You see who has finished and who has not, without a status-check email.
What's included
What this actually does.
Read from the product, not written to sound impressive — every line below is true of the module as it ships.
A checklist, not a locked sequence
Items are ticked independently — a client can do them in any order. It is a to-do list that keeps both of you honest about what is left, not a gate that blocks progress until step one is done.
An intake form built for real questions
Short text, long text, single choice, multi-choice, yes/no and date fields, each markable as required. One form per intake page, answered once per client.
A welcome page that sets the tone
A heading, a message, and an optional intro video — the first thing a new client sees, written by you rather than defaulted to something generic.
Booking, if you use one
The scheduling module embeds your existing Calendly or Cal.com link so a client can book straight from the portal, rather than a separate email with a link pasted into it.
Background reading, kept in one place
The resources module holds sections of text and links — the things you would otherwise attach to an email and hope a client scrolls back to find.
Built from
The modules behind this page.
- Welcome
- Steps
- Intake
- Scheduling
- Resources
Straight answers
A couple of things worth asking.
Can I make a client finish one step before seeing the next?
No — every item on the checklist is visible and can be ticked in any order. It is designed to be a clear list, not an obstacle course.
Can I reuse the same checklist and form for every new client?
Yes, and that is really the point: a template seeds one checklist and one intake form that every new client under that template sees, so you write it once rather than per client.
What happens to a client’s answers?
They are stored against that client and visible to you in their client view — not emailed anywhere, not exported anywhere, just there when you open their portal.
Ready when you are
Send your next client somewhere better than an email thread.
Every module on this page comes with the one payment — nothing here is held back for a higher tier, because there is no higher tier.
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