Using 360Onboard
as an ecommerce agency.

Collect the content and Shopify access in one onboarding flow, manage the build through milestones the client approves, review the store on the page, and sell a care plan after launch.

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For Shopify and ecommerce build agencies.

Sample workflow

Your agency is building a new store for Acme & Co. You need product content, collaborator access, a launch review on the actual store, and sign-off before the domain switches over.

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

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 clients

Kitchen

12 found

Create clients

360Onboard

12 created

Carry over detailsContacts and notes

Done

12 clients imported. Ready to onboard.

Also from

or send one onboarding link

Illustration of bring clients in for Acme & Co..

Signed, paid, and the product content collected.

Send one onboarding link. The client signs, pays the deposit, answers questions about products, shipping, and payments, and uploads product photos and copy.

Explore client onboarding

Northstar Studio

Acme & Co.

0102030405

Plan your new store

A few details. A better start together.

Business name

Acme & Co.

What are you hoping to achieve?

What do you need help with?

Shopify buildMigrationCheckout

Illustration of onboard in one flow for Acme & Co..

Collaborator access, step by step.

Use the guided Shopify step. The client shares the store URL and collaborator code, then approves your request in Shopify. The details stay with their onboarding response.

Explore platform access

Northstar Studio

Acme & Co.

Share your Shopify store

A clear handoff for collaborator access.

Store URL

acme.myshopify.com

Collaborator request code

Your agency uses these details to request access. You approve the request in Shopify.

Share details

Next: agency sends a collaborator request.

Illustration of get store access for Acme & Co..

Give the client a clear point to say yes.

Run the build through milestones the client approves: store setup, launch review, launch. Each task has an owner and a date, and the client can see what is next.

Explore client management

Northstar Studio

Acme & Co.

Store setupTheme, products, and payments

Complete

Launch reviewCheckout tested on mobile

In review

Client approval

Approve the store before we switch the domain over.

LaunchWaiting for approval

Point the domain to Shopify Sam
Hand over the store guide Sam

The next phase starts after approval.

Illustration of approve each milestone for Acme & Co..

Replace “the bit near the top” with a pin.

Share the store for review. The client pins comments on the page, so your developer knows which product card or banner they mean.

Explore feedback & approvals

Northstar Studio

Acme & Co.

Acme & Co. websiteAcme & Co. · Version 3

In review

ACME & CO.

Room
to grow.

Thoughtful things.
Made for everyday living.

Illustration of review the store on the page for Acme & Co..

Final invoice, then a monthly care plan.

Send the final invoice from the portal and the client pays by card. Then offer store care as a monthly subscription, billed automatically.

Explore client management

Northstar Studio

Acme & Co.

Store build

Choose what comes next.

Recurring service

Store care

Keep the store updated, month after month.

Product updates
Monthly performance check
Theme and app updates

$450/ month

Choose this serviceSample package from Northstar Studio

Illustration of launch, get paid, sell store care 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 clients

Kitchen

12 found

Create clients

360Onboard

12 created

Carry over detailsContacts and notes

Done

12 clients imported. Ready to onboard.

Also from

or 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 an ecommerce 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

Ecommerce 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“Find the unresolved comments on Acme & Co.’s store review and create a task for each one.”Review the proposed actions before sharing anything with your client.

A launch the client signed off on.

Store access, approved milestones, review comments on the store, the final invoice, and the care plan share one client record.

Walk through your workflow

There’s more to the relationship.

Welcome a new client Manage ongoing work Get work approved All use cases

Using 360Onboard
as an ecommerce agency.

Start with the clients you already have.