New: recurring client check-ins & individual portal brandingExplore product updates

Get new clients
ready for your team.

Your client has said yes. Send one flow to collect their agreement, project details, files, and account access, then give them a portal for the work that follows.

For agencies, consultants, and service teams starting a new engagement.

A
Follow Acme & Co.One client. One connected workflow.
01

Start on the same page.

Bring the agreement into the welcome flow. Your client reviews the scope and signs before the next step.

Explore client onboarding
✳Northstar Studio
Acme & Co.
030405

A good partnership starts here.

Review and sign your service agreement.

Northstar StudioService agreement

Let’s make something great.

Brand strategy & visual identity
Prepared for Acme & Co.

Jordan Miller
Illustration of agree on the work for Acme & Co..
02

Ask once. Start informed.

Collect the goals, project details, and brand files your team needs. Explain each request where the client completes it.

Explore client onboarding
✳Northstar Studio
Acme & Co.
0102030405

Tell us about your business

A few details. A better start together.

Business name
Acme & Co.
What are you hoping to achieve?
 
What do you need help with?
Brand identityWebsiteStrategy
Illustration of gather the details for Acme & Co..
03

Get the setup out of the way.

Request the right business accounts and guide the client through sharing access. Keep outstanding provider approvals visible.

Explore platform access
✳Northstar Studio
Acme & Co.

Share Meta business access

Follow the steps. Keep your team moving.

Confirm access↗
One less thing to chase.
Illustration of get account access for Acme & Co..
04

Give the relationship a home.

Share a tutorial and kickoff booking link. Then give the client a clear path to their portal, where the project, conversations, and invoices live.

Explore client management
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Brand identity

Good to see you, Acme & Co.

JM
Your brand. Your next chapter.

Everything you need, right here.

Your next step

Review your brand direction

The first concepts are ready for your feedback.

Open your project↗
Onboarding complete. Welcome to your portal.
Illustration of welcome them in for Acme & Co..
✳Northstar Studio
Acme & Co.
030405

A good partnership starts here.

Review and sign your service agreement.

Northstar StudioService agreement

Let’s make something great.

Brand strategy & visual identity
Prepared for Acme & Co.

Jordan Miller
Illustration of agree on the work for Acme & Co..
Try it in the interactive demo

Ready for kickoff.

One welcome link becomes a complete starting point for the relationship.

Walk through your workflow

There’s more to the relationship.

Manage ongoing workGet work approved
A CLEARER WAY TO WORK TOGETHER

Make every client
feel like your best work.

Bring the people, plans, and next steps into one shared client experience.

Start free trial
Creative director working in a sunlit studioCreative colleagues reviewing a brand direction together