I m excited to share Onboardly, a tool built to automate the entire client onboarding process for creators, coaches, and course sellers. I built Onboardly after years of onboarding clients manually creating Drive folders, sending welcome emails, updating Sheets, inviting people to Discord all of it took hours every week. Now, each Stripe or PayPal payment triggers a fully automated workflow using your own tools, not shared ones.
Every time a client buys a program, everything in the onboarding process happens automatically no manual work. Create their personal folder in Google Drive Enroll them automatically in your course platform (Kajabi, Thinkific, etc.) Send a customized welcome email Add them to your Discord community Schedule a 1:1 onboarding call only if the coach has activated it for that client
