Onboardly
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...
Looking for feedback on automated onboarding for creators 🚀
Hey everyone! 👋 I’m building Onboardly, a tool that automates the entire onboarding workflow for course creators and digital educators. When a client makes a purchase, Onboardly automatically: Creates their Google Drive folder Enrolls them in platforms like Kajabi, Thinkific or Skool Sends all welcome emails Gives access to Discord/Slack Schedules a 1:1 call if needed (Calendly) Gives the...
👉 How much would you pay per month for your entire client onboarding automatically?
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…
