Client onboarding
in record time
Verify readiness, flags missing information, and automate client collection with a simple, secure onboarding system powered by AI.
Why choose OnboardAI?
Built for modern agencies to eliminate back-and-forth emails and accelerate project kickoff.
Clear Intake
Collect the service, project goal, timeline, assets, and notes in one structured onboarding flow.
Faster Review
The team gets a readiness summary, missing items, next action, and suggested follow-up before making a decision.
Simple Approval Flow
Clients can see whether the agency approved or rejected their onboarding request without any extra checkout step.
Simple steps to onboarding success
Our onboarding flows ensure that you have every single asset, stack specification, and timeline agreement ready before developers write a line of code.
Submit onboarding details
Provide your project goal, target audience, technical stack, timeline, assets, and custom notes in a structured form.
Get an AI readiness review
Our AI immediately analyzes your submission to determine readiness, flags missing items, and suggests next actions.
Wait for admin decision
The agency review team approves or rejects the onboarding request. View the real-time status in your client workspace.