Client Onboarding OS
lead
engineer
Overview
Client Onboarding OS automates the entire new-client workflow for small digital agencies. Instead of juggling forms, emails, and spreadsheets, agencies set their service type (web design, chatbot setup, automation, or custom), share a branded intake link, and the platform handles welcome emails, AI-generated checklists, task assignments, and a client-facing status portal. Clients stay informed every step of the way while your team saves 60%+ of admin time and eliminates repetitive status-check emails.
Mission
Value Proposition
Client Onboarding OS replaces the messy tangle of forms, email templates, and spreadsheets that small agencies use to onboard clients. Agencies plug in their service type (web design, chatbot setup, automation, or custom), share a branded intake link, and the platform handles everything from there: automated welcome emails, AI-generated kickoff checklists, internal task summaries for the team, progress tracking, and a client-facing status portal so clients always know what's happening. The result: admin time cut by 60%+, fewer "what's the status?" emails, and clients who feel taken care of from day one.
Target Customer
Small digital agencies and solo consultants (1–15 people) delivering web design, chatbot/automation, or similar project-based services. These teams typically lack a dedicated ops person and cobble together onboarding with Google Forms, Notion, and Gmail — which breaks down as they scale past 5 clients at a time.
Revenue Model
SaaS subscription with three tiers:
- ($49/mo) — 5 active onboardings, one service preset, core automations