Templates

Client onboarding flows, ready to send.

Each template is a complete onboarding flow — agreement, deposit, intake questions, access and uploads — tuned for a specific kind of client work. Pick one, put your name on it, and your next client onboards through a single magic link.

Marketing agency

Ads, social, content retainers. Goals, ad-account access, brand assets.

1
Sign the service agreement
E-sign agreement
2
Pay the project deposit
Deposit / payment
3
Marketing intake
Intake form
4
Grant ad & analytics access
Grant access
5
Upload brand assets
Upload assets
6
Book the kickoff call
Book a call

Use this template →

Web / design project

Websites, brand sprints, product design. Content, references, hosting access.

1
Sign the service agreement
E-sign agreement
2
Pay the project deposit
Deposit / payment
3
Project intake
Intake form
4
Upload content & brand files
Upload assets
5
Domain & hosting access
Grant access
6
Book the kickoff call
Book a call

Use this template →

Consulting retainer

Advisory and fractional work. Context, stakeholders, working cadence.

1
Sign the service agreement
E-sign agreement
2
Pay the project deposit
Deposit / payment
3
Context intake
Intake form
4
Set the weekly cadence
Book a call
5
Join the shared channel
Custom step

Use this template →

AI / automation project

Voice agents, chatbots, workflow automation. Use case, integrations, scripts.

1
Sign the service agreement
E-sign agreement
2
Pay the project deposit
Deposit / payment
3
Use-case intake
Intake form
4
Connect your systems
Grant access
5
Upload scripts & FAQs
Upload assets
6
Book the kickoff call
Book a call

Use this template →

Every template is fully editable — rename steps, change the questions, add your own. On paid plans you can also generate a flow with AI from a one-line description of the client.