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

Using 360Onboard
as a content agency.

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.

Explore ai & automation
Northstar Studio
Acme & Co.
Claude360Onboard connected

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 fromAgency HandyFlowluFuseBaseor 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.

Explore client onboarding
Northstar Studio
Acme & Co.
0102030405

Tell us about your content

A few details. A better start together.

Business name
Acme & Co.
What are you hoping to achieve?
 
What do you need help with?
Blog articlesNewslettersCase studies
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.

Explore feedback & approvals
Northstar Studio
Acme & Co.
Draft · Why ceramic planters last.pdfAcme & Co. · Version 3
In review
DRAFT · PAGE 1

Room
to grow.

Thoughtful things.
Made for everyday living.

Illustration of review each draft for Acme & Co..
04

Embed the calendar. Give both sides their tasks.

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.

Explore client management
Northstar Studio
Acme & Co.
Acme & Co.
Monthly content

Good work, in motion.

To do 2

Monthly contentWrite: 5 ways to style planters
SNAcme & Co.
PublishingPublish the October articles
JMAcme & Co.

In progress 2

Client approvalApprove the November topics
JMAcme & Co.
WritingOutline the care guide
SNAcme & Co.

Done 1

PlanningAgree on keywords
JMAcme & Co.
Another step forward.
Illustration of keep the calendar visible for Acme & Co..
05

Let the client watch the rankings move.

Give the client a view of keyword rankings and backlinks on their portal home, so they can see the content working without asking for a report.

Explore client management
Northstar Studio
Acme & Co.
acme.example

Keyword rankings

Tracked keywords4
Average position6.8
In the top 103
Average positionLower is better
481230 days agoToday

Current period Previous period

Hover, tap, or use the arrow keys to inspect a day.

KeywordPositionChange
ceramic planters3 2
indoor plant pots5 3
handmade plant pots8 1
ceramic plant pots11 3
Illustration of show what’s ranking for Acme & Co..
06

Sell the retainer as a subscription.

Offer the content retainer as a monthly service. The invoice goes out and gets paid by card every month without you touching it.

Explore client management
Northstar Studio
Acme & Co.
Acme & Co.
Monthly content

Choose what comes next.

Recurring service

Content retainer

Articles written, approved, and published every month.

  • 8 articles a month
  • Monthly ranking report
  • Shared content calendar
$1,600/ month
Choose this serviceSample package from Northstar Studio
Illustration of get paid, every month for Acme & Co..
Northstar Studio
Acme & Co.
Claude360Onboard connected

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 fromAgency HandyFlowluFuseBaseor send one onboarding link
Illustration of bring clients in for Acme & Co..
Try it in the interactive demo

The whole workflow,
on one page.

How a content agency brings clients in, onboards them in one flow, runs the work, and gets paid. Save it, or send it to your team.

Download the one-pager
Content agencies: the whole 360Onboard workflow on one page, from bringing clients in to getting paid.
Put your AI assistant to work

Take the next step
from Claude or ChatGPT.

Read client feedback, create tasks, work with messages, and more through MCP. Your assistant uses the workspace access you grant.

Explore AI & automation
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.

Walk through your workflow

There’s more to the relationship.

Welcome a new clientManage ongoing workGet work approvedAll use cases
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.

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