Onboarding Templates & AI Generator

Create, customize, and AI-generate tailored client workflows for any industry (Accounting, Suppliers, Social Media, etc.)

Service & Industry Templates (4)

Select a template to customize questions and toggle required onboarding steps.

Toggle which steps your client sees. (e.g. Accountants & Suppliers only need document uploads without social media or video clutter).

Media & File Uploads

Active

Step 3

Agreement / Contract

Active (Upload PDF)

Step 4

Social & Platform Access

Active (Instagram/Meta)

Step 5

Deposit / Retainer Payment

Active (Stripe)

Step 6

Custom Upload Title for Files

Custom Upload Title for Agreement

Template Title

Description (Shown to client on intake page)

1Order #1

Question Label / Prompt

Answer Input Type

Help text / instructions (Optional)

Require client to answer before final submission

2Order #2

Question Label / Prompt

Answer Input Type

Help text / instructions (Optional)

Options (Comma separated)

Require client to answer before final submission

3Order #3

Question Label / Prompt

Answer Input Type

Help text / instructions (Optional)

Require client to answer before final submission