Contract signing, project brief, deposit invoice, and asset collection. One link, no back-and-forth.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Get the brief locked in before you start — no more scope creep from vague email threads.
Send the contract and collect the deposit in one step — work does not start until both are done.
Collect all the files and access you need so you can start working immediately.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
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