Signing a new client is the easy part. Getting them set up without dropping a step is where most small businesses lose time. This converter turns a plain onboarding form into a working app that walks each new client or member through the steps in order, collects what you need from them, and shows you at a glance who is finished and who is stuck. It is built for the operator who onboards people one at a time and wants every one to feel the same.
What's Included
- Onboarding form: Collect documents, preferences, and sign-offs in a guided form so nothing gets missed on day one.
- Connected projects: Each new client becomes a record linked to their onboarding steps and account details in one tidy place.
- AI Agent: Ask "who has not finished onboarding?" or "what is each new client waiting on?" and get the list straight away with custom agents.
- Automation: A welcome message and the first task fire the moment someone joins, then reminders chase anyone who stalls. See automations execution.
- Access control: Give each client a view of their own progress only, set with permissions.
How To Use
- Clone this app into your Taskade Genesis workspace.
- List your onboarding steps in the order you want clients to complete them.
- Add the triggers that send the welcome message and reminders.
- Send the onboarding link to each new client or member.
- Watch every new client finish setup the same smooth way, with no step forgotten.
Find more ready-to-clone apps in the Community Gallery.