Support Software
Onboarding Wizard
Guide new clients through a step-by-step onboarding process to collect requirements and set expectations.
Start every client relationship on the right foot. The Onboarding Wizard walks new clients through a guided setup process.
Overview
The Onboarding Wizard provides a step-by-step guided experience for new clients. Instead of unstructured kickoff calls and scattered intake forms, the wizard collects everything the agency needs — branding assets, project requirements, target audience, technical preferences, and more — in a structured, branded flow. It sets clear expectations and gathers complete information before work begins.
Key Capabilities
- Step-by-step flow — Guided wizard walks clients through each stage of onboarding
- Requirement collection — Structured forms capture branding, requirements, and preferences
- Asset upload — Clients upload logos, brand guidelines, content, and reference materials
- Progress tracking — Both the agency and client can see what’s been completed and what’s still needed