Stop chasing client assets and access
Centralize files, links, and permissions with a repeatable checklist — and let automation do the follow-up.
Common problems
- • Logos and brand files arrive in 5 different places
- • Access requests get missed or sent to the wrong person
- • Projects start without the right inputs
- • Teams re-ask the same questions every kickoff
What you get with OnboardFlow
- • One secure place for files, links, and credentials
- • Clear access requests (who grants what)
- • Less time blocked waiting for client inputs
- • Faster project starts and fewer surprises
How it works
Asset checklists by project type
Different services need different inputs — keep templates for Shopify, Webflow, PPC, SEO, and design.
Centralized uploads and links
Clients can attach files or paste links (Drive, Figma, GA4, ad accounts) in a structured way.
Automated reminders
Nudge clients when items are missing — without your team sending “just checking in” emails.
Built for agencies (by niche)
Want templates tailored to your service stack? Start here:
FAQ
What assets should I request from a new client?
Common assets: logos, brand guidelines, messaging, content/copy, past campaign data, product/service docs, analytics access, and stakeholder contact details.
Can clients upload files and also share links?
Yes. Most agencies need a mix of uploads (logos, PDFs) and links (Drive folders, Figma files, GA4/Ads access).
How do I handle credentials safely?
Best practice is to avoid plaintext in email/DMs. Use secure credential sharing tools and store only what you need. OnboardFlow can structure requests and reduce insecure copy-paste.