Start Onboarding Smarter
in 10 Minutes or Less.
No code. No friction. Just faster, cleaner client onboarding.
Start Onboarding Smarter
in 10 Minutes or Less.
No code. No friction. Just faster, cleaner client onboarding.
Start Onboarding Smarter
in 10 Minutes or Less.
No code. No friction. Just faster, cleaner client onboarding.
Onboardly
@2022 - 25. Onboardly. All Rights Reserved.
Onboard Clients Without The Chaos.
Onboardly automates forms, tasks, and communication - so you can kick off
projects faster, more professionally, and without repeating yourself.
12,000+
Onboarded
1,800+
Brand Users
150,000+
Hours Saved
Onboarding Shouldn't Feel Like Starting Over Every Time.
Endless emails, missing forms, and repeated Slack messages hurts your client experience.
Endless emails, missing forms, and repeated Slack messages
hurts your client experience.
Everything You Need To Onboard Smoothly.
Save time, avoid errors, and wow clients - no spreadsheets or messy emails.
Onboard Only With Your Client Benefits.
Designed to remove friction, save time, and give your clients a world-class
first impression - without adding complexity to your workflow.
Designed to remove friction, save time, and give your clients a world-class first impression - without adding complexity to your workflow.
Save Time on Every Client
Save Time on Every Client
Automate repetitive tasks like sending forms, collecting files, and following up - no more chasing people or copying templates manually.
Automate repetitive tasks like sending forms, collecting files, and following up - no more chasing people or copying templates manually.
Smooth Client Experience
Smooth Client Experience
Deliver a smooth, branded onboarding journey every time. No surprises. No missed steps. Just clarity from day one.
Deliver a smooth, branded onboarding journey every time. No surprises. No missed steps. Just clarity from day one.
Everything in One Place
Everything in One Place
From contracts and checklists to timelines and status updates - both your team and your clients stay on the same page, in one centralized hub.
From contracts and checklists to timelines and status updates - both your team and your clients stay on the same page, in one centralized hub.
Founder Flow
Agency Flow
B2B Brand Flow
Send Newsletter
Marketing Via Content
Write Case Study
Founder Flow
Agency Flow
B2B Brand Flow
Send Newsletter
Marketing Via Content
Write Case Study
Reusable Flows for Scale
Reusable Flows for Scale
Build once, use forever. Create onboarding workflows for different services or client types and launch them with a single click.
Build once, use forever. Create onboarding workflows for different services or client types and launch them with a single click.
Form Automation
Form Automation
Fewer Errors, Less Back-and-Forth
Fewer Errors, Less Back-and-Forth
With automated reminders, required fields, and clear task assignments, you’ll stop things from slipping through the cracks.
With automated reminders, required fields, and clear task assignments, you’ll stop things from slipping through the cracks.
Built for Teams That Deliver High-Touch Work.
Whether you’re onboarding a new client, partner, or stakeholder - Onboardly helps.
Agencies
Consultants
Fractional Teams
B2B Founders
Understand How Simple It Is To Use Onboardly.
Onboardly simplifies every step of your client journey - from first touch to project kickoff.
1. Build Your
Workflow
2. Share Single
Client Link
3. Collect
Files & Info
4. Assign &
Track Tasks
6. Gather
Feedback
5. Automate
Communication
Create New Workflow
1. Send an Email
2. Show Process
3. Add Slack Invite
1. Build Your
Workflow
2. Share Single
Client Link
3. Collect
Files & Info
4. Assign &
Track Tasks
6. Gather
Feedback
5. Automate
Communication
Create New Workflow
1. Send an Email
2. Show Process
3. Add Slack Invite
1. Build Your Workflow
Create New Workflow
1. Send an Email
2. Show Process
3. Add Slack Invite
2. Share Single Client Link
Copy Onboarding Link
Roberto James
onboardly.app/roberto-james
3. Collect Files & Info
Client Portal
Upload Documents
Upload Documents
Brand Assets
Docs
4. Assign & Track Tasks
Tasks Inbox
Send welcome email to client
Review signed contract
Schedule kickoff call
Assign internal team lead
5. Automate Communication
Setup Automations
6. Gather Feedback
Complete Onboarding
Help Us With Your Feedback
1. Build Your Workflow
Create New Workflow
1. Send an Email
2. Show Process
3. Add Slack Invite
2. Share Single Client Link
Copy Onboarding Link
Roberto James
onboardly.app/roberto-james
3. Collect Files & Info
Client Portal
Upload Documents
Upload Documents
Brand Assets
Docs
4. Assign & Track Tasks
Tasks Inbox
Send welcome email to client
Review signed contract
Schedule kickoff call
Assign internal team lead
5. Automate Communication
Setup Automations
6. Gather Feedback
Complete Onboarding
Help Us With Your Feedback
Simple Pricing That Scales With You.
Whether you’re onboarding 2 clients or 200, we’ve got a plan that fits your workflow and team size.
Starter
$0 / month
Best for solo freelancers or testing the platform.
1 active onboarding flow
Up to 2 client portals
Basic form & checklist builder
Email support
No credit card required
Pro
Most Popular
$29 / month
Perfect for small teams and growing agencies.
Unlimited onboarding flows
Unlimited client portals
Branded client experience (logos, colors)
Automated task assignments & reminders
Slack + Zapier integrations
Priority email support
Agency
$99 / month
Made for high-volume teams that need full control.
Everything in Pro
White-label client portals (remove Onboardly branding)
Advanced automation rules & triggers
Team permissions & roles
Custom domain support
Dedicated onboarding assistance
Live chat support
What Teams Are Saying About Onboardly.
What Teams Are
Saying About Onboardly.
Trusted by fast-moving teams who care about delivering a world-class client experience from day one.
Trusted by fast-moving teams who care about delivering a world-class client
experience from day one.
Trusted by fast-moving teams who
care about delivering a world-class
client experience from day one.
Rachel Liu, Operations Lead at ScaleSpark Agency
“From 10 emails to just 1 link - it's a game changer.”
“Before Onboardly, onboarding new clients meant copy-pasting forms, chasing documents, and juggling timelines in Notion. Now, our entire process is streamlined, consistent, and client-friendly.”
Jordan Matthews, Founder of Vertex Consulting
“Our onboarding time dropped by 60%.”
“We used to waste hours managing onboarding manually. With Onboardly, every step is automated, our team knows what’s next, and our clients actually complete tasks on time.”
Marcus, Founder at ByteScale Agency
"Onboardly saves us hours each week."
“Before Onboardly, onboarding was a mess of email threads and Google Docs. Now, clients actually compliment our process - and our team saves hours each week.”
Rachel Liu, Operations Lead at ScaleSpark Agency
“From 10 emails to just 1 link - it's a game changer.”
“Before Onboardly, onboarding new clients meant copy-pasting forms, chasing documents, and juggling timelines in Notion. Now, our entire process is streamlined, consistent, and client-friendly.”
Jordan Matthews, Founder of Vertex Consulting
“Our onboarding time dropped by 60%.”
“We used to waste hours managing onboarding manually. With Onboardly, every step is automated, our team knows what’s next, and our clients actually complete tasks on time.”
Marcus, Founder at ByteScale Agency
"Onboardly saves us hours each week."
“Before Onboardly, onboarding was a mess of email threads and Google Docs. Now, clients actually compliment our process - and our team saves hours each week.”
Rachel Liu, Operations Lead at ScaleSpark Agency
“From 10 emails to just 1 link - it's a game changer.”
“Before Onboardly, onboarding new clients meant copy-pasting forms, chasing documents, and juggling timelines in Notion. Now, our entire process is streamlined, consistent, and client-friendly.”
Jordan Matthews, Founder of Vertex Consulting
“Our onboarding time dropped by 60%.”
“We used to waste hours managing onboarding manually. With Onboardly, every step is automated, our team knows what’s next, and our clients actually complete tasks on time.”
Marcus, Founder at ByteScale Agency
"Onboardly saves us hours each week."
“Before Onboardly, onboarding was a mess of email threads and Google Docs. Now, clients actually compliment our process - and our team saves hours each week.”
Priya Desai, Customer Success Manager at Elevate UX
“Clients compliment us on the experience.”
“We didn't expect clients to notice — but they do. They feel guided, supported, and impressed by how clean and easy everything is. Onboardly makes us look professional from day one.”
Marco Alvarez, COO at Brightline Partners
“Onboardly replaced 3 tools - and works better.”
“We were piecing together onboarding with Google Forms, Notion, and email reminders. Onboardly gave us one seamless system that saved time and gave us total visibility.”
Lisa, Operations Lead at Finchflow
"We Onboard clients in simple steps now."
“Onboardly took what used to be a 10-step manual process and turned it into something I barely have to touch. Clients love the clarity - and I love the automation.”
Priya Desai, Customer Success Manager at Elevate UX
“Clients compliment us on the experience.”
“We didn't expect clients to notice — but they do. They feel guided, supported, and impressed by how clean and easy everything is. Onboardly makes us look professional from day one.”
Marco Alvarez, COO at Brightline Partners
“Onboardly replaced 3 tools - and works better.”
“We were piecing together onboarding with Google Forms, Notion, and email reminders. Onboardly gave us one seamless system that saved time and gave us total visibility.”
Lisa, Operations Lead at Finchflow
"We Onboard clients in simple steps now."
“Onboardly took what used to be a 10-step manual process and turned it into something I barely have to touch. Clients love the clarity - and I love the automation.”
Priya Desai, Customer Success Manager at Elevate UX
“Clients compliment us on the experience.”
“We didn't expect clients to notice — but they do. They feel guided, supported, and impressed by how clean and easy everything is. Onboardly makes us look professional from day one.”
Marco Alvarez, COO at Brightline Partners
“Onboardly replaced 3 tools - and works better.”
“We were piecing together onboarding with Google Forms, Notion, and email reminders. Onboardly gave us one seamless system that saved time and gave us total visibility.”
Lisa, Operations Lead at Finchflow
"We Onboard clients in simple steps now."
“Onboardly took what used to be a 10-step manual process and turned it into something I barely have to touch. Clients love the clarity - and I love the automation.”
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Got more questions? - We got you covered with all the answers.
Got more questions? - We got you covered with all the answers.
Got more questions? - We got you covered with all the answers.
“We didn’t realize how much time we were losing until we switched to Onboardly. Clients notice the difference, and we close projects faster with fewer hiccups.”
Lena Mario
Head of Client Success at NovaStrategy