---
title: "Client onboarding page software — a personal welcome page per client | Naimi"
description: "Onboard clients with a personal web page instead of a welcome PDF: their plan, their steps, their contacts, intake self-fill forms and progress — at one link that stays current."
url: https://naimi.ai/use-cases/onboarding
---

[Home](https://naimi.ai/)/[Use cases](https://naimi.ai/use-cases)/**Client onboarding**

# 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.

[Start free→](https://app.naimi.ai/app/signup) [Open a live example ↗](https://app.naimi.ai/ridgeline-outfitters-e843c0)

[

app.naimi.ai/ridgeline-outfitters-e843c0

![New-client welcome pack — real Naimi template, personalized for Ridgeline Outfitters](https://naimi.ai/images/gallery/client-onboarding.webp)

](https://app.naimi.ai/ridgeline-outfitters-e843c0)

before / after

## 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

anatomy

## What a template like this is made of.

### Personalized per client

Filled in seconds — by form or by one sentence to your agent.

{{client}}{{plan}}{{kickoff\_date}}{{account\_manager}}{{first\_milestones}}

### Interactive elements

Live on the page; every client action is saved and reported.

Step checklistIntake self-fill formKickoff bookingIntro video

Plus always: open & view-time tracking, instant notifications, client memory, editable after sending. [See the elements working →](https://naimi.ai/#interactive) · [Full capability list →](https://naimi.ai/product)

live examples

## Open a real one.

Ready-made templates from the open kit, shown as live presentations prepared for fictional clients. Open them in a new tab — any of them can be the base for yours.

 
- [New-client welcome pack](https://app.naimi.ai/ridgeline-outfitters-e843c0) — Onboarding: Post-signature onboarding: the team, a first-30-days plan, materials and contacts. (prepared for Ridgeline Outfitters)
- [Design studio brief](https://app.naimi.ai/juniper-skincare-85096f) — Interactive: An intake brief the client fills in themselves: brand, moodboard, scope and budget. (prepared for Juniper Skincare)
- [Job offer to a candidate](https://app.naimi.ai/jamie-rivera-4750f5) — Hiring: A warm offer instead of an email: role, total comp, benefits and a 90-day plan. (prepared for Jamie Rivera)

Every template is free in [the open kit on GitHub ↗](https://github.com/NaimiAI/presentation-kit) — or browse [all 18 live examples](https://naimi.ai/#examples).

faq

## 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](https://naimi.ai/use-cases/proposals) · [Sales presentations](https://naimi.ai/use-cases/sales-presentations) · [Price lists & pricing pages](https://naimi.ai/use-cases/price-lists) · [Client reports & QBRs](https://naimi.ai/use-cases/client-reports) · [Event invitations & RSVPs](https://naimi.ai/use-cases/invitations)

## Ship your first one this week.

Template tonight with your agent, personalized links tomorrow. Free plan, no credit card.

[Start free→](https://app.naimi.ai/app/signup) [See pricing](https://naimi.ai/pricing)

free plan · no credit card · cancel anytime