TL;DR Summary
Stop chasing clients for logos and logins. Automate your entire onboarding process and create a 'wow' experience from day one.
Agency Ops
5(45 reviews)
Samm's Agency Onboarding
Automate your own agency's client onboarding. Collect assets, passwords, and contract signatures in one smooth flow.
Detailed Visual Workflow Preview
About This System
Stop chasing clients for logos and passwords. This onboarding snapshot creates a professional first impression. It sends a digital contract, collects payment details, and gathers all necessary assets in a single, branded portal.
What's Included?
Client Onboarding Form
Service Agreement Template
Asset Collection Upload
Welcome Email Sequence
Internal Team Task Notification
Snapshot Price
FREE
Included with HighLevel Trial
Verified by HighLevel
Instant 1-Click Import
Fully Customizable
Pro Tip: You can resell this system to clients for $97-$297/mo immediately after importing.
Frequently Asked Questions
