Client onboarding examples

Preview the workflow before signup: what clients see, what agencies request, and how a checklist becomes a portal.

Website redesign client portal example

Preview the client-facing workflow for redesign goals, content, assets, access, and approvals.

See how brand files, visual references, audience context, and approvals can be requested.

Preview a portal for collecting Search Console, Analytics, CMS access, and SEO history.

See ad account access, budgets, tracking, landing pages, creative assets, and approvals in one workflow.

Preview WordPress admin, hosting, backup, plugin, content, and launch requests.

See the original read-only client-facing portal for collecting goals, assets, access details, and approvals.

Generate a checklist and preserve it into signup as a live Kicklayer template.

Review the static template behind the demo workflow.