⚡ AI-Powered Client Onboarding

Stop Chasing Clients.
Start Onboarding Them.

Get Set Onboard automates your entire client onboarding workflow — from intake forms to project briefs to signed contracts. Save 3–5 hours per client. Look professional from day one.

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app.getsetonboard.com

Good morning, Sarah 👋

Here's your onboarding overview

New Client Onboarding — Acme Corp

65%

Documents Collected

3 of 5

Contract Status

Pending

Awaiting Signature

Recent Activity

Contract sent to john@acme.com2m ago
Brief auto-generated15m ago
Intake form completed1h ago

0+

Freelancers on the waitlist

0–5 hrs

Saved per client onboarding

0%

Less client churn

< 0 min

Setup time

The Problem

Your Client Onboarding Is a Mess

You're duct-taping Google Forms, Dropbox, email threads, and Notion docs together. Chasing documents. Resending contracts. Explaining your process for the hundredth time. Meanwhile, your clients get a confusing, unprofessional experience — and you waste 3–5 hours per project on pure busywork.

Before Get Set Onboard

Google Drive
Dropbox
Gmail
Slack
Notion
Google Forms

6 tools. 12 tabs. 0 professionalism.

After Get Set Onboard

Get Set Onboard

All-in-one

1 link. 1 portal. Done.

Features

Everything You Need. Nothing You Don't.

Built for freelancers and small teams who want enterprise-grade onboarding without the enterprise complexity.

AI Intake-to-Brief Engine

Client fills a simple form. AI instantly generates a structured project brief, suggested timeline, and deliverables list. What used to take 2+ hours now takes 2 minutes.

Project TypeWebsite Redesign ▾
Budget Range$5,000 – $10,000
Timeline4–6 weeks
AI Generated

Project Brief

▸ Scope

▸ Timeline

▸ Deliverables

Branded Client Portal

Give every client their own white-labeled portal. They upload documents, sign contracts, and track project status — all in one beautiful place. Goodbye, Google Drive chaos.

Acme Corp

Contract: Signed
OverviewDocumentsContract

Drag & drop files or click to upload

Smart Document Collection

Automated reminders chase missing documents so you don't have to. AI categorizes and organizes every upload. Deadline tracking keeps everyone honest.

Brand Guidelines
Logo Files
Content Brief
Legal Agreement
Tax Form W-9

AI Handoff Checklist

AI generates a project completion checklist ensuring nothing falls through the cracks. Clean handoffs mean fewer post-project support requests and much happier clients.

60%
Final files delivered
Invoice sent
Feedback form shared
Access credentials transferred
Post-project follow-up scheduled
How It Works

Up and Running in Under 10 Minutes

01

Create Your Template

Choose from pre-built onboarding workflows for your industry — web design, copywriting, consulting, photography — or build your own from scratch.

02

Send the Onboarding Link

Share a single link with your new client. They fill out the intake form, upload documents, and sign contracts — all in your branded portal.

03

AI Does the Rest

Get Set Onboard auto-generates the project brief, organizes documents, tracks deadlines, and sends smart reminders. You focus on the work that matters.

Why Us

Built Different. Priced Fairly.

See how Get Set Onboard stacks up against the alternatives.

Get Set Onboard

Recommended
  • AI-Generated Project Briefs
  • Branded Client Portal
  • Smart Document Collection
  • E-Signatures
  • Automated Reminders
  • Onboarding Templates
  • AI Handoff Checklists

Setup

< 10 min

Price

$23/mo 40% OFF

Competitors

Content Snare · Dubsado · Bonsai · HoneyBook

  • AI-Generated Project Briefs
  • Onboarding Templates
  • AI Handoff Checklists
  • ~Branded Client Portal (some)
  • ~Smart Document Collection (some)
  • ~E-Signatures (some)
  • ~Automated Reminders (some)

Setup

1–2+ hours

Price

$25–$42/mo

Pricing

Simple Pricing. Serious Value.

Join the waitlist now and lock in 40% off for life. This offer disappears at launch.

🚀 Early Bird Offer — Sign up for the waitlist today and get 40% off forever. Not a trial. Not a teaser. Your price never goes up.

Only available before public launch

Solo

$39$23/monthSAVE 40%

Perfect for independent freelancers

  • Up to 5 active client portals
  • AI intake-to-brief engine
  • Document collection & reminders
  • E-signatures
  • Email support
Join Waitlist — Lock 40% Off

Billed monthly · Cancel anytime

MOST POPULAR

Team

$79$47/monthSAVE 40%

For growing agencies (2–5 people)

  • Up to 20 active client portals
  • Everything in Solo
  • Custom branding & white-label
  • Team collaboration
  • Onboarding templates library
  • Priority support
Join Waitlist — Lock 40% Off

Billed monthly · Cancel anytime

Agency

$149$89/monthSAVE 40%

For established agencies (5–10+ people)

  • Unlimited client portals
  • Everything in Team
  • API access
  • Advanced analytics
  • Dedicated account manager
  • Custom integrations
Join Waitlist — Lock 40% Off

Billed monthly · Cancel anytime

Prices shown are early-bird rates (40% off). Once you lock in, your price never increases — even as we add features.

FAQ

Got Questions? We've Got Answers.

Ready to Transform Your Client Onboarding?

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