Welcome New Clients Like a Pro
Without Lifting a Finger


Onboardly uses AI to create custom welcome flows, intake forms, and smart timelines so you spend less time prepping and more time delivering.  

   Try it free   
.

Save Time Save Cost

Onboardly

For Freelancers

No Code Needed

Branded, personalized experiences

Tired of messy, manual onboarding? 

Sending the same intro email 20x a month

Chasing down intake forms & signatures

Scrambling to look “professional”

- It’s time to automate the boring parts -

Everything your client needs in one beautiful flow

1
Smart Intake Form

Customized with AI in seconds

2
Instant Timeline + Milestones

 Auto-generated & shareable

3
Welcome Pack + Contract

AI-personalized + branded

4
Project Kickoff + Check-Ins

Scheduled reminders + updates

Create your first flow

Designed for modern service providers. 

AI-powered welcome emails & checklists

Built-in contract templates + e-sign

Stripe + PayPal payments

Client notes synced with Notion/ClickUp

White

White Label Branding

White

Project timelines + auto-reminders

Loved by freelancers, trusted by agencies. 

Closed clients faster with Onboardly they said it made me look 10x
more professional.
Samira,
Web Designer
Honestly, it replaced 3 tools I was duct taping together.
 
Tony,
Creative Director
Starter
Free

The perfect plan for 

  • 1 user
  • Basic Features
Start free
Standard
$19/month

The best plan for 

  • 2 users
  • Solo Freelancer
  • Professional features
Start free
Studio
$49/month

Powerful plan for

  • 10 users
  • Busy Creators/ Agencies
  • Premium features
Start free
Agency+
$149/month

Most Powerful plan for 

  • Unlimited users
  • Teams+Integration
  • Advanced tools
Start free

 Start Free – No Credit Card Needed

onb

Start onboarding like a pro — in minutes 

Give your clients the polished experience they deserve.
Let Onboardly handle the rest.

Schedule a demo
Call us

 (800) 485-0247

Email us

info@onboardlypro.com

Onboardly

Built by a remote team. Designed for remote teams.