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Onboardly empowers agencies of any size to deliver a slick, professional onboarding experience. Build custom packages for clients with questionnaires, assessments, and handy tools. Clients get a magic link to their own portal—making onboarding simple and impressive.
OnboardlyStreamline client onboarding
Adrian Lopezleft a comment
I started my own agency recently and as I was mapping out the business plan, onboarding seemed to be a fear. I didn't want some thrown together messy process when onboarding my clients. I wanted something professional, automated and clean. I began just creating a tool that would work for what I needed. It quickly turned into something more. Onboardly was born from a need and desire to give off...
OnboardlyStreamline client onboarding