Onboarding as a page, not a PDF attachment
New clients get one link with everything: their plan, their timeline, their contacts, and the intake form — already knowing what you learned during the sale.
Welcome aboard · Northwind
Your first 30 days with us
- Contract & kickoff — done
- Accounts provisioned — done
- Intake form — 4 questions left
- First milestone review — July 24
What changes, concretely.
The welcome email has six attachments nobody opens twice
One personal page with the current version of everything, always at the same link
Intake questionnaires get half-filled in Word and lost
Self-fill fields on the page — answers save to the client’s card as they type
The client asks questions the sales call already answered
CRM memory pre-fills the onboarding from the deal: plan, scope, contacts carry over
What a template like this is made of.
Personalized per client
Filled in seconds — by form or by one sentence to your agent.
Interactive elements
Live on the page; every client action is saved and reported.
Plus always: open & view-time tracking, instant notifications, client memory, editable after sending. See the elements working →
Common questions.
How does data from the sales stage get into onboarding?
Automatically: everything personalized during the deal lives on the client’s card, so the onboarding presentation starts pre-filled — plan, scope, stakeholders — even though it’s a different template.
Can the client’s answers trigger our internal process?
Self-fill answers are available via the API and notifications, so your agent or automation can create tasks, provision accounts, or alert the right teammate.
Does the page update as onboarding progresses?
Yes — update fields (or let your agent do it) and the client’s same link reflects the current stage. It becomes the living “where are we” page both sides trust.
Other use cases: Sales proposals & quotes · Sales presentations · Price lists & pricing pages · Client reports & QBRs · Event invitations & RSVPs
Ship your first one this week.
Template tonight with your agent, personalized links tomorrow. Free plan, no credit card.
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