Onboardly Overview
Onboardly provides agencies, even those just starting, with the tools to create a professional and seamless client onboarding experience. It replaces chaotic manual processes with a streamlined, automated workflow. The platform allows agencies to build custom onboarding flows with questionnaires and assessments, which are then sent to clients via branded emails. All client progress and data are tracked in a centralized agency dashboard, ensuring organization and clarity.
How to use Onboardly
Using Onboardly is a simple three-step process: 1. Build Your Flow: Create your custom onboarding experience by adding questionnaires and assessments in just a few minutes. 2. Send The Link: Onboardly sends a branded email from your agency's name to the client, containing a 'Magic Link' for one-click access. 3. Stay Organized: Track the completion status of all clients in your agency dashboard, eliminating confusion and manual follow-ups.
Core Features of Onboardly
- Branded Emails & Client Portal: All client-facing communication and portals feature your agency's branding, not Onboardly's.
- Smart Intake Forms & Assessments: Seamlessly capture client goals, project details, and preferences.
- Automated PDF Reports: Automatically generate polished PDF summaries and action plans from completed assessments.
- Agency Dashboard: A central hub to monitor all client data, progress, and assessments in real-time.
- Magic Link Access: Clients get a simple, one-click link to access everything they need without passwords.
- Unlimited Clients: The founding member plan includes support for an unlimited number of clients during the beta phase.
- Priority Support: Early adopters receive direct and prioritized support.
Use Cases for Onboardly
Onboardly is ideal for marketing agencies, creative studios, consulting firms, and freelancers who need to manage client onboarding efficiently. It helps standardize the intake process, gather crucial project information upfront, and present a highly professional image to new clients from day one. It's particularly beneficial for new or small agencies aiming to establish credibility and operational efficiency comparable to larger firms.
Advantages of Onboardly
The primary advantage of Onboardly is its ability to deliver a high-end, branded client experience with minimal effort and cost. The setup is code-free and takes only five minutes. It's designed to be affordable for new agencies, helping them look established and professional. The platform centralizes client information, automates report generation, and simplifies tracking, saving significant administrative time.
Pricing and Plans
Onboardly offers a special 'Founding Member' pricing for the first 20 agencies.
Founding Member Plan: $49/month, locked in for life. This plan includes all core features, unlimited clients (during beta), priority support, and access to future features like automated reminders and e-sign contracts. This price is permanent for founding members but will be lost if the subscription is canceled.
Standard Plan: After the first 20 spots are filled, the price will increase to $99/month for all new customers.
A 7-day free trial is available to test the platform.
Onboardly FAQ
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