Custom Question & Intake Builder
Build tailored question flows in seconds. Request vector logos, access credentials, brand books, and strategic goals without complex form builders.
Early access is opening soon
Client onboard.
One magic link.
Create custom intake questionnaires, generate one frictionless magic link, and get everything your agency needs to kick off work — without chasing across 40 email threads.
Waitlist perk: 10% lifetime discount + free agency blueprint bundle
Free early access · No credit card required · Built for agency founders
Joined by 480+ agency leads from design, dev & marketing studios
🔒https://app.onboardvu.com/dash
LIVE MAGIC LINK
onboardvu.com/portal/acme-brand-892Client onboardings
Manage custom intake flows and track real-time completion
Active Clients
24
+4 this week
Avg. Turnaround
1.8d
↓ 72% faster
Waiting on client
6
Auto-chasers active
Acme Studio — Rebranding IntakeMagic link opened 12m ago
74% complete3 of 4 requirement modules submitted · 1 module in progress
Brand Assets & Vector Logos✓ Verified
Primary SVGs, typography guidelines & palette codes received
Files stored securely in portal
Store & Analytics PermissionsIn Progress
Shopify collaborator code accepted · Meta Pixel pending
Auto-reminder scheduled in 18h
Built for agency workflows
Stop chasing. Start onboarding in minutes.
Everything you normally collect across messy email chains, Google Drive folders, and Slack threads — unified into one seamless, professional client experience.
One Branded Magic Link
Send a single friction-free link under your agency domain. Clients click and instantly enter their dedicated portal without annoying passwords or sign-ups.
Auto-Save & Resume Anywhere
Clients are busy. They can answer three questions on their phone and finish file uploads on desktop later. Zero progress lost, zero frustration.
Smart Automated Follow-ups
Stop sending awkward "just following up" emails. Polite automated chasers gently remind clients only about outstanding items.
Bank-Grade Credential Sharing
Securely collect Shopify, Google Analytics, social logins, and payment gateway keys with encrypted fields and auto-expiring access.
Agency Pipeline Visibility
Instantly spot onboarding bottlenecks across all accounts. Know the second a client finishes so your delivery team can start billable work.
Streamlined 4-step workflow
From signed contract
to ready-to-deliver.
A high-converting, professional onboarding experience your clients will actually enjoy completing.
012 Min Setup
Create an intake blueprint
Assemble your requirement questions, file upload requests, brand asset dropzones, and access credentials checklist into a reusable blueprint.
021 Magic Link
Send one branded link
Send the client their private magic link. No accounts to create, no passwords to forget — just one clean, branded intake screen.
03Frictionless
Client fills details smoothly
Information saves instantly as they type. If they get stuck, they can share the link with their tech team to input credentials directly.
04Instant Kickoff
Delivery team gets to work
All assets, answers, and access tokens arrive organized in your dashboard. Zero missing files, zero delays — jump right into billable work.
Early Access Special: 10% Off Launch Pricing
Limited Spots Available
Be one of the first 500 agencies to experience Onboardvu.
Eliminate onboarding chaos, impress high-ticket clients from day one, and unlock exclusive perks reserved strictly for waitlist members.
- 10% Lifetime Launch Discount
- Priority Wave 1 Early Access
- Free Agency Intake Blueprint Pack
- Direct Slack channel with founders
- Price-lock guarantee on all plans
Zero spam · Free early access invite · No credit card required