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Client onboarding template for relationships that last
New clients complete their welcome, details, goals, timelines, and file uploads in your branded client experience, then stay there for every part of their journey.
Start for free. No credit card required.
What is a client onboarding template?
A client onboarding template is a repeatable set of steps every new client completes before work begins, such as sharing details, goals, timelines, and files. This one runs as a guided flow in your client experience, saves progress automatically, and shows your team who has finished.
Every new client, onboarded cohesively
A welcome that looks like your brand
Five guided steps, from a welcome and their details to goals, timelines, and file uploads, in your branded client experience.
Picked up right where they left off
Progress saves automatically, and clients reopen on the step they left, so onboarding fits around their week.
See who's done at a glance
A dashboard shows who's completed, in progress, stalled, or not started, with progress bars and filters.
Stalled clients flagged for you
Clients who stop for 7 days are flagged as stalled, your team is notified, and you can reopen their onboarding.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Questions about this client onboarding template
Yes. Install it on the free plan, which never expires and includes 3 apps. Paid plans include 5 apps.
This template's five steps cover a welcome, the client's details, goals, timelines, and file uploads. Add, remove, or reorder steps to match your process.
A checklist tracks what should happen. Here, clients complete each step themselves in your client experience, and your team sees who has finished and who has stalled.
Yes. Swap in the steps your agency needs, such as brand assets, account logins, and kickoff availability.
Progress saves automatically, and clients reopen on the step they left. After 7 days without progress, they're flagged as stalled and your team is notified.
Intake collects scope, goals, and budget before work is agreed. Onboarding walks a signed client through setup steps, like details and file uploads, and tracks who has finished.
Yes. Progress tracking, stalled flags, and team notifications run on their own, and you can describe new reminders or steps for the app builder to add.
Yes. Describe what to change, from steps and fields to who sees what, and the app builder updates it. You can keep changing it by chat after launch.
Make onboarding the part clients remember
Start from this template for free and make it yours in minutes. No credit card required.