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
I've been using AI for 2+ years now and it has turned me into an automated machine. If there's anyone out there with contract work, or resources, let me know! I can make anything:
Fin cofounder, get funds, invest in projects. Making easy the entrepreneur journey, all by swiping from your mobile and “matching” with projects at a glance.
What has worked for you in landing your first few customers? We've just launched a public beta with a couple of initial customers and looking to onboard more. I'm curious what worked for others, especially in b2b saas space. P.S. Apologies if this topic has already been explored but I haven't found anything relevant.
