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Build a client onboarding portal for [Agency Name] that carries a signed client from contract to kickoff without anything falling through. Start with an intake form capturing company details, goals, brand assets, billing contact, and access credentials needed. Generate a kickoff checklist per client with owners and due dates, list the outstanding document requests, and show a completion percentage the account manager can read at a glance. Send reminders on any step still open past its due date.
01 / Spark — intelligence awakens
Use one prompt to build an agency onboarding portal with intake questions, document requests, kickoff checklists, and owners. Clone the live app in seconds.
Build an Agency Intake Onboarding Prompt
Use this prompt in Taskade Genesis.
PROMPT:
Build an agency intake onboarding portal with checklists, docs, and status.
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