Build a Automated Client Onboarding
From signed contract to productive in hours, not weeks. A guided onboarding portal that walks new clients through setup step-by-step, collects all necessary info, and automatically provisions their accounts and access.
The Problem
Client onboarding is a mess of emails, forms, and scattered documents. Things fall through cracks, clients get frustrated, and you look unprofessional.
What You'll Build
A guided onboarding portal that walks new clients through setup step-by-step, collects all necessary info, and automatically provisions their accounts and access.
How It Works
New clients receive a link to their personalized onboarding portal. They complete steps at their own pace—intake forms, document uploads, preference settings, team invites. The system tracks progress and sends smart reminders. Once complete, everything flows into your systems automatically.
Days instead of weeks to get started
Tools You'll Use
Start Building: Copy This Prompt
Build an automated client onboarding portal: **Onboarding Flow (Configurable Steps):** 1. **Welcome & Overview** - Personalized welcome message - What to expect timeline - Quick video intro (optional) 2. **Basic Information** - Company details form - Primary contact info - Billing information 3. **Project Setup** - Project goals and objectives - Key stakeholders to involve - Timeline preferences - Budget confirmation 4. **Asset Collection** - Logo and brand assets upload - Access credentials (Dropbox style secure input) - Existing materials/documents 5. **Preferences** - Communication preferences (email/Slack/calls) - Meeting availability - Reporting frequency 6. **Team Invites** - Add team members - Set permission levels 7. **Completion** - Summary of everything provided - Next steps - Kick-off meeting scheduling **Features:** - Progress indicator (Step 3 of 7) - Save and continue later - Smart reminders for incomplete onboardings - Admin dashboard to see all client progress - Automatic welcome email sequence **Integrations:** - Calendar for scheduling kick-off - Slack/email notifications for completed steps - Google Drive/Dropbox for asset storage **Tech Stack:** - Next.js with multi-step form - Supabase for data and auth - Uploadthing or similar for file uploads - Resend for emails Start with just 3 steps: basic info, project setup, and asset upload. Add more steps after testing.
Paste this prompt into Claude Code to get started
Frequently Asked Questions
How long does it take to build a Automated Client Onboarding?
A automated client onboarding typically takes 5-7 days of development to build, depending on your familiarity with the tools.
Do I need coding skills?
No coding skills are required. This project is designed to be built with no-code AI tools like Claude Code. Our bootcamp teaches everything you need.
What tools do I need?
You'll need Claude Code, React, Firebase to build this project. Most tools have free tiers to get started.
Learn to Build This
Our bootcamp teaches you to build AI-powered tools from scratch
Ready to Start Building?
Learn to build AI-powered tools in our cohort-based bootcamp. No coding experience required—just ideas and ambition.
Next cohort starts soon · Limited spots available