Collect the brief, the brand voice, and access in one flow. Review drafts in the portal, keep the content calendar embedded where the client can see it, and show what is ranking.
For content marketing, copywriting, and blog management agencies.
Sample workflow
Your agency writes and publishes for Acme & Co. You need the brief and keywords, approval on each draft, a calendar the client can follow, and a monthly view of what is ranking.
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
The brief, the voice, and the keywords in one go.
Send one onboarding link. The client signs, pays, answers questions about audience, tone, and topics, and uploads existing content and brand guidelines.
Illustration of onboard in one flow for Acme & Co..
03
Comments on the draft, not in an email.
Share the draft in the portal. The client pins comments on the page and approves it. The revised draft goes up as a new version with the earlier notes kept.
Embed your Google Sheet or Notion calendar on the client’s portal home. Set a monthly task for the client to approve topics and a weekly task for your writer to publish.
A prompt to try“Read Acme & Co.’s comments on this week’s draft and turn each one into a task for our writer.”Review the proposed actions before sharing anything with your client.
Drafts approved. Calendar visible. Rankings up.
The brief, draft reviews, the embedded calendar, monthly and weekly tasks, keyword rankings, and the monthly invoice stay with the same client.