Client onboarding guides
Clear, practical advice for the messy parts of agency onboarding: files, content, credentials, reminders, and client follow-through.
- How to Collect Client Credentials Securely
A practical guide for collecting hosting, CMS, analytics, domain, and platform access from clients without leaving sensitive details scattered in email.
- How to Collect Website Content From Clients
A practical process for collecting website copy, logos, images, approvals, and access details from clients without scattered email threads.
- How to Request Files From Clients Without Email
Replace scattered attachments and shared folders with a cleaner process for requesting, reviewing, and tracking client files.
- How to Stop Chasing Clients for Assets
A simple system for reducing follow-up messages when clients owe your agency files, copy, approvals, credentials, or project details.
Turn a checklist into a client portal
Kicklayer turns static onboarding steps into a live portal with reminders, file requests, status tracking, and a clean export when everything is ready.
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