Onboarding questionnaires, ad account access, brand files, work statuses and client approvals, all in one calm place. We run our whole agency on it. Now agencies and freelancers can run theirs on it too.
Client onboarding lives in email threads. Ad account access takes three weeks of chasing. Clients ask "where's that up to?" because they genuinely cannot see. None of this is anyone's fault. The tools were built for teams, not for clients.
Project tools like ClickUp and Monday are brilliant for your team and overwhelming for your clients. Agencies tell us clients simply refuse to log in. So we built something clients actually use: simple enough to need no training, complete enough to run the whole relationship.
A seven step questionnaire covering company, brand, goals, competitors, tech and billing. Autosaves as they type, picks up where they left off, and lands in your dashboard the moment it is done. No more forms in Word documents.
The number one onboarding bottleneck. Clients toggle on the platforms they use (Meta, Google Ads, Microsoft, GA4, Search Console, their CMS, DNS and more) and get exact granting steps pre-filled with your agency IDs. You watch each one move from requested to granted to verified.
Every piece of work has a status, a priority, a checklist, its own files and its own conversation. When something needs the client, it lands in their "For you" list: approve in one click or request changes with a note. Status changes post to a shared feed, so nobody ever asks for an update again.
Your HQ view shows every client's onboarding progress, access grants, open work, overdue items and unanswered requests at a glance. The clients who need a nudge float to the top.
Vector logo, brand guidelines, fonts, photography. Clients drop files into labelled slots, so nothing arrives as "final_v2_NEW.zip" ever again.
Notes only you see, plus a complete feed of every message, approval, upload and status change per client.
Clean light and dark themes, no per-seat pricing surprises, and clients need zero training. It just looks like you run a tight ship.
We are opening the portal up to a small number of agencies and freelancers. Tell us about your setup and we will show you around, then get you running on your own branded portal.
Enquire about the portal →
