Questions with a purpose.
Build questionnaires around the details your team actually needs. Group questions into steps, explain what to share, and keep the answers with the client.
Business details → Goals → Project requirements
✓360Onboard / ProductA confident start.
A confident start.
For every client.
Turn the questions, documents, signatures, and account requests before kickoff into one guided experience. A clear next step for your client. A complete picture for your team.
Client onboarding
A great relationship.
A better beginning.
Give every client a guided start. Collect the answers, files, signatures, and next steps you need—without another follow-up.
Explore the onboarding demoQuestions in the 360Onboard workflow, shown with sample client details.
File uploads in the 360Onboard workflow, shown with sample client details.
E-signatures in the 360Onboard workflow, shown with sample client details.
Tutorials in the 360Onboard workflow, shown with sample client details.
Scheduling in the 360Onboard workflow, shown with sample client details.
Inside client onboarding.Every detail.
Every detail.
A more thoughtful experience.
The right files, from the start.
Request brand assets, reference documents, and project materials inside the flow. Your client uploads them where you asked, instead of starting another email thread.
Brand assets.zip · Uploaded
✓Make the agreement part of the welcome.
Add an e-signature step so clients can review and sign their agreement in the same experience as their intake questions. Keep the signed document with the response.
Service agreement · Signed
✓Access, without the guessing.
Request supported Google and Meta accounts, or guide clients through sharing access to other platforms. The response records what was shared and what your team needs to do next.
Meta business assets · Access shared
✓Show them how it works.
Add tutorials, instructions, and embedded content between the steps. Give clients context at the moment they need it, rather than sending a separate welcome document.
Welcome walkthrough · Ready to watch
✓Make time for a real introduction.
Bring your booking link into onboarding so clients can choose a time with your team. Use the scheduling service you already work with.
Kickoff meeting · Choose a time
✓A better handoff into the portal.
Add a Client Portal step to connect onboarding with the ongoing relationship. Identified clients finish the flow and continue to the portal sign-in page with their email filled in.
Onboarding complete → Client portal
✓Keep the conversation going.
Use recurring questionnaire check-ins for ongoing feedback. Keep each occurrence as a dated response, with its own task completion and earlier answers available in history.
Weekly check-in · Response history
✓Good questions.A little more
A little more
clarity.
Can I customize the experience?+
Yes. Shape the questions, step order, instructions, and design around your process. Branding options depend on your plan.
Is every step required in every flow?+
No. Build the flow around what that client needs. A short questionnaire and a full onboarding journey can use the same builder.
Can I see it as a client?+
Yes. The interactive demo on our homepage includes a client-facing flow with questions, signatures, platform access, uploads, and tutorials.
