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 the professional vibe I was looking for. The basic tool I was looking for has evolved several times since I began building. It is now turning into something more than just a simple onboarding tool to help small agencies. Onboardly is for agencies of all sizes that want a simple, professional and clean onboarding tool. Onboardly has turned into a full fledged onboarding software that not only makes the process seamless but also offers a layer of lead generation. I recently added in the option to send standalone assessments to potential clients as a free lead magnet/tool. This is a free product that offers value and direction by providing a PDF report that breaks down your need to agency services.

Onboardly

Streamline client onboarding

Streamline client onboarding