Using 360Onboard
as an email marketing agency.

Collect the agreement, the list details, and Klaviyo or Mailchimp access in one onboarding flow. Review each email design in the portal and show open rates on the client’s home page.

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For email and lifecycle marketing agencies.

Sample workflow

Your agency sends campaigns and flows for Acme & Co. You need Klaviyo access, the brand files, a design approval before every send, and a results view the client checks on their own.

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 brand files in one go.

Send one onboarding link. The client signs, pays, answers questions about the list, the offers, and the sending schedule, and uploads logos and product photos.

Explore client onboarding

Northstar Studio

Acme & Co.

0102030405

Tell us about your email program

A few details. A better start together.

Business name

Acme & Co.

What are you hoping to achieve?

What do you need help with?

CampaignsFlowsList growth

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

Guided steps for Klaviyo and Mailchimp.

Add a guided platform step for Klaviyo or Mailchimp with your instructions built in. The client follows the steps, shares the details, and you see what came back.

Explore platform access

Northstar Studio

Acme & Co.

Share your Klaviyo account

A clear handoff for account access.

Account name

Acme & Co. · Klaviyo

Account ID

Your agency uses these details to request access. You approve it in Klaviyo.

Share details

Next: agency requests access.

Illustration of get platform access for Acme & Co..

Approval before every send.

Share the email design in the portal. The client pins comments on the layout, draws where they want a change, and approves it. The next version keeps the earlier notes.

Explore feedback & approvals

Northstar Studio

Acme & Co.

November newsletter.pngAcme & Co. · Version 3

In review

ACME & CO.

Room
to grow.

Thoughtful things.
Made for everyday living.

Illustration of review each design for Acme & Co..

Put the results on the client’s home page.

Add a chart block with open and click rates to the client’s portal home, and an announcement for what is going out next. The client checks it without asking you for a report.

Explore client management

Northstar Studio

Acme & Co.

Email program

Good to see you, Acme & Co.

Results this monthUpdated by your team

Sent3 campaigns

Open rate41%

Click rate4.8%

Open rate by campaign

Oct 336%

Oct 1038%

Oct 1741%

Oct 2444%

Charts and stat blocks sit on the client’s portal home.

Illustration of show open rates for Acme & Co..

Sell the retainer as a subscription.

Offer the email 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.

Email program

Choose what comes next.

Recurring service

Email management

Campaigns and flows, sent and reported every month.

4 campaigns a month
Flow maintenance
Monthly results report

$850/ 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 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 email marketing 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

Email marketing 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“Check whether Acme & Co. approved the November newsletter design and draft a reminder for my review if they have not.”Review the proposed actions before sharing anything with your client.

Every send goes out approved. The results are visible.

Platform access, approved designs, open rates on the portal home, and the monthly invoice stay with the same client.

Walk through your workflow

There’s more to the relationship.

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

Using 360Onboardas an email marketing agency.

Start with the clients you already have.