Whether you're onboarding new clients, collecting documents, or building intake forms, we'll help you get organized.
OnboardMap replaces email chaos with one link. Clients complete every step. You see progress instantly.
Email sequences, follow-up templates, and the specific patterns that make automated emails feel warm.
Email automation during onboarding is where most firms either over- or under-commit. This section is about finding the middle: enough automation to stop typing the same five emails every week, not so much that clients feel talked at. Start with the 5-email sequence and follow-up templates, and iterate from real client responses.
A structured five-email onboarding sequence (welcome, portal invite, check-in, deadline reminder, kickoff confirmation) keeps clients engaged and projects on track. But the best teams replace most of these emails with an automated client portal that handles document collection, reminders, and status updates without manual effort.
Step-by-step guide to replacing email-based client onboarding with a portal. Reduce follow-ups, collect documents faster, and improve client experience.
Send one link. Clients upload docs, fill intake forms, and complete every step — automatically tracked. No account required for your clients.
Client onboarding portal that replaces email chaos. Send one link. Clients upload everything, complete every step, and you see progress instantly.
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