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.

Save Time Save Cost

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 Label Branding

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

Standard

$19/month

The best plan for

2 users
Solo Freelancer
Professional features

Studio

$49/month

Powerful plan for

10 users
Busy Creators/ Agencies
Premium features

Agency+

$149/month

Most Powerful plan for

Unlimited users
Teams+Integration
Advanced tools

Start Free – No Credit Card Needed

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

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Built by a remote team. Designed for remote teams.