Designed to be simple and easy to understand for your clients.
Create a checklist with specific information you need. Like file requests, booking initial call, or joining your Slack server.
Show service specific onboarding questions depending on what client purchased.
Choose response types like links, videos, or file uploads to ensure you ask the right questions and get the right replies from your clients.
Ask a variety of different questions when onboarding your client. Each response is secured and only visible by the sender and workspace members.
Links Send your client to a link like a Calendly link.
Video Create a welcome video for your client to watch.
Secured response Get important account information.
Files Request files you need to get started working
Notes Request files you need to get started working
We're in the game of helping your clients have the best experience possible. From paying to submitting requests to referring you to new clients.
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