How OnRampd works
A structured, repeatable system that gets clients from signed to live — every time.
Create your first project template
Build a reusable onboarding flow in minutes. Add phases (Discovery, Setup, Launch), tasks, dependencies, and asset requests. Save it as a template and reuse it for every new client.
Launch a project from your template
When a new client signs, create a project in under 60 seconds. Select your template, set the start date and launch target, assign team members, and you're ready.
Invite your client to their portal
Send a branded invitation email. Your client lands on their portal — your logo, your colors, your domain. They see exactly what they need to do, and nothing they don't.
Collect assets and run intake forms
Before work starts, send your intake form to collect goals, brand guidelines, credentials, and any other information you need. Asset requests prompt clients to upload files directly.
Track progress and communicate
Your team works through tasks while the client follows along in their portal. Real-time chat keeps communication in context. Internal notes stay hidden from the client.
Launch and measure satisfaction
Hit 100%. Mark the project complete, send a CSAT survey to the client, and export your project report. Use your CSAT data to improve your next onboarding.
See it for yourself
Set up your first project in under 5 minutes. No training required.
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