Every tool your agency needs to onboard clients well
From the first intake form to the CSAT survey at launch — OnRampd handles the full onboarding lifecycle in one platform.
Client Portal
White-labeled, fully branded
Clients land on your brand. Use your logo, brand colors, and custom domain. OnRampd is completely invisible.
Custom subdomain & domain
Get myagency.onrampd.com automatically, or point your own domain (myagency.com) with a simple CNAME.
Magic link access
Invite clients with a single click. They access their portal without creating a password if they choose.
Mobile-friendly
The client portal works beautifully on any device — desktop, tablet, or phone.
Project Management
Phase-by-phase onboarding
Structure projects into phases (Discovery, Setup, Launch, etc.) so clients always know where they are.
Task dependencies
Block tasks until prerequisites are done. If "Legal Review" isn't complete, "Go Live" stays locked.
Sub-tasks
Break complex tasks into bite-sized steps without cluttering the main view.
Approval workflows
Flag tasks that require client sign-off. Approvals are tracked and visible to both sides.
Communication
Real-time project chat
Message clients directly from the project. Internal messages (visible only to your team) keep sensitive notes private.
@mention support
Tag team members in internal notes and messages to loop in the right people.
Client-visible vs. internal messages
Toggle between client-visible and internal-only messages with one click.
Asset Collection
Structured asset requests
Request logos, copy, credentials, and any file type. Track what's been submitted and what's pending.
Client upload portal
Clients upload directly to their portal. No emailing large files.
Intake Forms
Custom intake forms
Build forms with text, dropdowns, checkboxes, and date fields. Link forms to projects.
Responses in the project view
Intake answers appear alongside tasks and chat — no context-switching.
Public form links
Share a link before the project even starts to gather info upfront.
Analytics & Reporting
Client engagement tracking
See when clients last visited their portal, how often they log in, and whether they're ignoring you.
CSAT surveys
Send 1-5 star satisfaction surveys at any point. View average scores across all projects.
Exportable CSV reports
Download a full project summary — status, completion %, overdue tasks, CSAT — in one click.
Team Management
Role-based access
Admins manage everything. Team members focus on assigned projects. Clients see only their portal.
Task assignment
Assign tasks to specific team members and track who owns what.
Service categories
Tag tasks by service type (Design, Dev, SEO, etc.) for better reporting.
Templates
Reusable project templates
Build once, launch forever. Create templates for your most common onboarding flows.
Phase + task presets
Templates include phases, tasks, dependencies, and asset requests — fully customizable.