Collect the brief, references, and agreement in one flow. Share concept PDFs the client can draw on, get the direction approved, and deliver a brand kit that stays synced to Google Drive.
For brand identity, logo design, and visual identity studios.
Sample workflow
Acme & Co. has hired your studio for a new identity. You need the brief and references before you start, specific feedback on each round, and a clean handover at the end.
A
Follow Acme & Co.One client. One connected workflow.
01
Start with the clients you already have.
Connect Claude or ChatGPT to 360Onboard and tell it to move your clients over from Kitchen, Agency Handy, Flowlu, or FuseBase. Or send one onboarding link and let a new client add themselves.
Move my clients over from Kitchen into 360Onboard.
On it. I’ll read your Kitchen clients and create them in 360Onboard.
Read clientsKitchen
12 found
Create clients360Onboard
12 created
Carry over detailsContacts and notes
Done
12 clients imported. Ready to onboard.
Also fromor send one onboarding link
Illustration of bring clients in for Acme & Co..
02
Get the brief and the references in the same flow.
Send one onboarding link. The client signs, pays the deposit, answers the brief questions, and uploads their current logo, references, and anything they want you to see.
Your brand starts here.Logos, references, and everything in between.
Acme & Co. references.zipUploading · 12.4 MB
Illustration of onboard in one flow for Acme & Co..
03
Let the client draw on the concept.
Share the concept PDF in the portal. The client pins a comment on the page, draws on the mark they mean, and says what works. Round two goes up as a new version with the history kept.
Brand concepts · round 1.pdfAcme & Co. · Version 3
In review
BRAND CONCEPTS · PAGE 2
Room to grow.
Thoughtful things. Made for everyday living.
Illustration of review the concepts for Acme & Co..
04
A clear point where the direction is settled.
Ask the client to approve the direction milestone before final artwork starts. The approval, the final tasks, and the handover stay on the same project.
Illustration of deliver the brand kit for Acme & Co..
06
Final invoice, paid online.
Send the final invoice from the portal and the client pays it by card through Stripe. Then offer the next piece, like a website or launch collateral, as a service they can buy from the same portal.
A prompt to try“Read the comments on Acme & Co.’s latest brand concepts and prepare a revision list for our designer.”Review the proposed actions before sharing anything with your client.
A clear approval. A brand kit the client can always find.
The brief, each concept round, the drawn feedback, the approved direction, the brand kit, and the final invoice stay with the same client.
Kitchen
360Onboard
or send one onboarding link
