Introduction
You closed the deal. Then came the part that makes you look small: a waiver in one tool, an intake form in another, a payment link, and a screenshare call just to get into their ad account. Five tools, fourteen emails, and a client quietly wondering if they hired an amateur.
What if every new client and every new hire moved through one branded flow: signing, paying, uploading, and granting account access in minutes?
Meet 360Onboard.
The AI-native onboarding platform that turns your messy first impression into your best one.
- One click access to clients' Google, Meta & Shopify accounts
- E-sign, forms, payments & files in one branded flow
- An AI copilot that builds your entire onboarding for you
- Replace 5+ onboarding tools with one branded link
- Look like a $50k operation from the very first click
- Save hours on every new client and every new hire
- Get clients fully set up without the 14 email back and forth
- Onboarding AND one click account access in one flow, not two tools
- AI builds the flow for you - reads PDFs, takes voice input
- Fully white-labeled on your own custom domain
- Works for client onboarding and employee onboarding alike
- Agencies: get ad & analytics access without screenshare calls
- Collect signed contracts, intake forms and deposits in one link
- Onboard new hires: paperwork, training and account setup
- Gather brand assets, files and intake info before kickoff
- Take a deposit or first payment the moment a client says yes
- Build a flow or let the AI build it for you from a prompt
- Brand it and put it on your own custom domain
- Send one personalized link per client or hire
- Watch completions roll in while you focus on the work
Features
One click access to your clients' accounts
Stop the screenshare calls and “where’s the gear icon?” emails. Your client clicks once and you’re in, across the platforms agencies actually use.
- One click access to Google Ads, Analytics, Tag Manager & Merchant Center
- Connect Meta / Facebook, Shopify, and 15+ more platforms
- Guided, deep link shortcuts for the platforms that don’t allow OAuth
- Like Leadsie, Connexify or Admatic – except built right into your onboarding
Skip the screenshare. Get access before the welcome call even happens.
One branded flow for everything: sign, pay, upload
Replace the five tools and the back and forth with a single link. The client glides through it and you look like a $50k operation on day one.
- Legally binding e-signatures, built in (no DocuSign bill)
- Smart questionnaires & forms with conditional logic
- Take payments, one time or subscription with embedded Stripe checkout
- File & document requests, all collected in one place
One link. Everything done. Client impressed before the project even starts.
Let AI build the whole onboarding for you
Don’t build flows from scratch. Describe what you need or hand the AI a PDF and watch your onboarding assemble itself.
- AI copilot builds your entire flow from a prompt
- Upload a PDF (your existing contract or SOP) and it reads it
- Voice input, just talk and let it draft
- Free AI for a full year, then bring your own key
Stop building onboarding flows. Just describe the outcome you want and let the AI handle the construction.
Fully branded, on your own domain
Every touchpoint is yours. Clients move through a flow that looks like it was built by your team, on your URL – never ours.
- Custom domain (onboarding.youragency.com)
- White label emails and reminders (automated email + SMS)
- Your logo, colors and brand throughout
- Clients only ever see you
Because the best onboarding tool is the one your clients never know you’re using.
Onboard your team, not just your clients
The same flow that wows clients gets new hires productive on day one – paperwork, training and account access, handled.
- Employee onboarding: contracts, paperwork & training in one flow
- Grant new hires access to your tools without the manual setup
- Client & employee directory with deduplicated contacts
- Connect 360Onboard to Claude via MCP and run it with AI
One platform. Everyone onboarded. Nothing missed.
360Onboard handles every new relationship – client or hire – from the moment they say yes: contracts signed, payment collected, files in, accounts connected, expectations set. Whether you’re an agency tired of the 14 email onboarding scramble or a service business that wants to look premium from day one, this is the tool that makes it effortless.
Stop holding your onboarding together with duct tape. Get lifetime access to 360Onboard today!
Product Overview
Designed For
- Marketing & creative agencies
- Freelancers & consultants
- Service businesses (gyms, clinics, law firms, salons, med spas)
- Solopreneurs
- Coaches & consultants
Similar To
- Leadsie
- Content Snare
- Dubsado
- HoneyBook
Integrations
- Stripe
- PayPal
- Google Ads
- Google Analytics
- Google Tag Manager
- Meta / Facebook
- Shopify
- Twilio (SMS)
- Webhooks / API
- Claude (MCP server)
Operating Systems
- Web app
Features
- AI
- API
Pricing plans
Company Info
Founder
David De Souza
Run a marketing agency since 2018. After building SheetXAI in 2024, he created 360Onboard to solve the client onboarding challenges he and other agency owners faced.
Launched In
Nov 2025
Company HQ
California, US
Team Size
3
Product stage
Growth
Funding
Self-funded
ARR
$1K–$10K
Helpful links
Reviews & Questions
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Helpful?
Excellent service and very professional team. The project was delivered on time, and the final result exceeded our expectations. Communication was smooth throughout the process, and they were always responsive to our requests. Highly recommended for anyone looking for reliable web development services.
Onboard clients & staff in one branded flow: forms, e-sign, payments & one click access
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