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.
1 Agree on the work → 2 Gather the details → 3 Get account access → 4 Welcome them in 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 ↗ Agree on the work ↗
✳ Northstar Studio
Acme & Co. A good partnership starts here. Review and sign your service agreement.
Northstar Studio Service agreement
Let’s make something great. Brand strategy & visual identity Prepared for Acme & Co.
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 ↗ Gather the details ↗
✳ Northstar Studio
Acme & Co. 01 02 03 04 05
Tell us about your business A few details. A better start together.
What are you hoping to achieve?
What do you need help with? Brand identity Website Strategy
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 ↗ Get account access ↗
✳ Northstar Studio
Acme & Co. Share Meta business access Follow the steps. Keep your team moving.
Acme & Co. Business Portfolio Acme & Co. · Facebook Page Confirm access↗ 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 ↗ Welcome them in ↗
✳ 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↗ Messages Your project team Onboarding complete. Welcome to your portal. Illustration of welcome them in for Acme & Co.. Agree on the work ↗ Gather the details ↗ Get account access ↗ Welcome them in ↗
✳ Northstar Studio
Acme & Co. A good partnership starts here. Review and sign your service agreement.
Northstar Studio Service agreement
Let’s make something great. Brand strategy & visual identity Prepared for Acme & Co.
Illustration of agree on the work for Acme & Co.. 01 02 03 04 05
Tell us about your business A few details. A better start together.
What are you hoping to achieve?
What do you need help with? Brand identity Website Strategy
Illustration of gather the details for Acme & Co.. Share Meta business access Follow the steps. Keep your team moving.
Acme & Co. Business Portfolio Acme & Co. · Facebook Page Confirm access↗ Illustration of get account access for 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↗ Messages Your project team Onboarding complete. Welcome to your portal. Illustration of welcome them in 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 ↗