The #1 onboarding platform for agencies

The onboarding stack
your clients won't forget

First impressions close deals. Send AI-crafted proposals, give clients a branded self-service portal, and collect everything you need — without lifting a finger.

Watch it in action
3min
Avg. setup time
68%
Higher close rate
100%
White-label branded
NULYT Marketing
Proposal · AI-generated
PROPOSAL
Sarah Mitchell
Nova Studio · Web & Ads
SEO Paid Ads Web Design
Monthly Investment
$3,500
Management Fee$1,500
Ad Budget$2,000
View Proposal →
Secure
Onboarding Progress
✓
✓
3
4
Step 3 of 4
Connect your accounts
Link Google Ads, Analytics & Meta to get started.
2 of 4 steps complete · Nova Studio
Trusted by agencies closing deals and onboarding clients with confidence
Apex Creative · Drift Media · Nova Studio · Spark Digital · Bloom Agency
Client experience

The form your clients actually fill out

Branded, clean, mobile-ready. No login needed — just a link they'll actually finish.

onboard.nulyt.com/welcome/nova-studio
NULYT Marketing
Secure form
STEP 1 OF 3
1
2
3
Business
Connect
Services
Step 1 of 3
Tell us about your business
We use this to set up your accounts and personalize everything we build for you.
Sarah Mitchell
sarah@novastudio.co
Step 2 of 3
Connect your Google account
One click and we'll pull your existing campaigns, ad spend, and analytics — no copy-pasting required.
Google Ads & Analytics
Connect once and we automatically import your account structure, active campaigns, and conversion data.
Sign in with Google
Connects Google Ads & Analytics
Connecting to Google…
Connected as sarah@novastudio.co
Google Ads · Google Analytics
Google Ads accounts2 found Imported
Active campaigns7 campaigns
Analytics propertynova-studio.co Linked
Step 3 of 3
Services & Goals
Select the services you're signing up for. We'll tailor your setup to match.
🔍
SEO
Organic growth
📣
Paid Ads
Google & Meta
🌐
Web Design
Custom sites
📱
Social Media
Content & mgmt
✉️
Email
Campaigns
🎨
Branding
Identity & design
All done, Nova Studio! 🎉
NULYT Marketing will review your info and be in touch within 1 business day.
✓ Google Ads connected
✓ 3 services selected
✓ Confirmation sent
By the numbers

Agencies see real results, fast

From signed contract to fully onboarded client — in hours, not weeks.

3×
Faster client intake
Stop chasing emails. Clients complete a branded portal on their own time and you get everything at once.
68%
Higher proposal close rate
AI-written proposals with visual investment breakdowns feel premium — and close more often.
2 min
To send your first client
Add a client, fire off their branded link. No dev needed, no setup headaches, no learning curve.
Features

Everything your agency needs, nothing it doesn't

One platform that handles proposals, onboarding, client portals, and team workflows — so you can focus on the work that actually pays.

White-label branding

Your logo, your colors, your fonts. Clients see your brand on every form, email, and link — never ours.

Smart templates

Build reusable onboarding flows for web design, SEO, branding, and more. Set it once, use it forever.

One-click client links

Every client gets a personal, secure link. No account needed — just a simple form they'll actually finish.

Live dashboard

See every client's onboarding status at a glance. Know who's done, who's stuck, and who needs a nudge — instantly.

PDF export

Export completed onboarding data to a clean, branded PDF for your records or client's files.

Automated emails

Invite emails and reminders fire automatically. Resend with one click when a client goes quiet.

AI-powered proposal builder

Answer a few questions about the client and their goals — OnboardPro writes a full, branded proposal in seconds. With investment breakdowns, service summaries, and a professional cover. Clients can accept, decline, or request changes from a single link.

4-step wizard Visual investment breakdown One-click accept
Investment Breakdown
Management Fee$1,500
Ad Budget$2,000
Setup Fee$500
Monthly total $3,500/mo
Accept
Decline
How it works

Up and running in minutes

No setup headaches. No dev required.

01
Set up your brand

Upload your logo and choose your colors in the 2-minute branding wizard.

02
Build a template

Pick from 9 industry presets or build your own custom onboarding flow.

03
Add a client

Enter their name and email — we generate a unique link and send the invite.

04
Get responses

View answers in your dashboard and export to PDF when you're ready to start work.

Pricing

Simple, honest pricing

Start with a 7-day free trial — full Pro access, no card required. Pick a plan when you're ready.

Starter
$39
/ month
  • ✓Up to 15 active clients
  • ✓Your logo & brand color on client forms
  • ✓Remove "Powered by OnboardPro"
  • ✓Proposals (up to 5/mo)
  • ✓1 team member
  • ✓Email invites & reminders
  • ✗Custom domain (Pro)
Most Popular
Pro
$89
/ month
  • ✓Unlimited active clients
  • ✓Full white-label (custom domain)
  • ✓Unlimited proposals
  • ✓5 team members
  • ✓Advanced analytics
  • ✓Webhook integrations
  • ✓Priority support
  • ✓Client portal
  • ✗API access (Agency)
Agency
$199
/ month
  • ✓Everything in Pro
  • ✓Unlimited team members
  • ✓API access
  • ✓White-label email domain
  • ✓Reseller-ready
  • ✓Dedicated onboarding
  • ✓Custom integrations
What agencies say

Built for people who care about first impressions

Agencies using OnboardPro close faster and look more professional from day one.

★★★★★
"Our clients constantly compliment how polished our onboarding is. They have no idea we set the whole thing up in an afternoon. It looks like a $50k custom build."
JR
Jordan Reynolds
Founder, Apex Creative
★★★★★
"The AI proposal builder alone saved us 4 hours this week. We sent 3 proposals in one afternoon and closed 2 of them. The investment breakdown is what clients actually need to see."
MC
Marcus Chen
Director, Drift Media
★★★★★
"We switched from Notion + email to OnboardPro and never looked back. Onboarding completion rate went from 40% to 90% in the first month. Clients actually finish it."
SL
Sofia Laurent
CEO, Bloom Agency
Start today

Stop losing clients to a bad first impression

Every week you wait is another potential client who sees a messy intake email and second-guesses the hire. Start your free trial and send your first branded proposal today.

7-day free trial · No credit card · Full Pro access · Cancel anytime