Client onboarding shouldn’t take weeks.
Stop wasting hours chasing logins, files, and approvals. Turn day‑one chaos into a single, secure, automated flow.
No pitch. Just learn your workflow & see if we can help.
The problem
Most agencies waste 5–10 hours per client chasing credentials, brand assets, and approvals across email, chat, and spreadsheets. Projects stall before they even start.
- Endless follow‑ups for Google Ads, Analytics, FB, Shopify, etc.
- Missing logos, brand kits, tracking codes, and access rights.
- Confusion across teams; risky ad‑hoc sharing of passwords.
What it’s costing you
Why this matters
Onboarding is your first impression. Slow starts tank trust, delay results, and increase churn risk. Agencies that onboard fast get to ROI faster and retain longer.
- ✅ Launch campaigns days earlier.
- ✅ Fewer follow‑ups. Fewer errors.
- ✅ More professional client experience.
The simple fix
One link. One secure flow. Collect credentials, brand assets, and required approvals in minutes. Automated reminders handle the follow‑ups so your team doesn’t have to.
- Guided checklist for clients
- Secure file & access collection
- Automated reminders & status
Why us
Built by an ex‑SDE3 who’s seen onboarding chaos slow down delivery at scale. We’re laser‑focused on removing bottlenecks so you can start work faster and look more pro doing it.
“Discovery calls keep pointing to the same pain: chasing credentials kills momentum. A simple, guided flow would save us days.”
Tired of chasing clients for credentials?
Let’s map your onboarding once and cut days off your kickoff.
Book a Free 15‑min CallNo sales pressure. If it’s not a fit, you’ll still leave with a clearer process.