How OnRampd works

A structured, repeatable system that gets clients from signed to live — every time.

01

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.

Drag-and-drop phase ordering
Task dependencies to prevent out-of-order work
Sub-tasks for complex items
Asset request types built in
02

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.

Apply any template with one click
Customize per-project as needed
Set estimated launch date for deadline visibility
Assign tasks to specific team members
03

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.

Magic link invite — no account setup friction
Fully white-labeled with your branding
Mobile-responsive portal
Client sees only client-facing tasks
04

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.

Custom form fields (text, select, date, checkbox)
Intake responses visible in the project view
Asset upload prompts with status tracking
No email attachments or shared drives
05

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.

Task status cycling (not started → in progress → done)
Dependency locks prevent working on blocked tasks
Client-visible and internal messages in the same panel
Approval tasks require explicit client sign-off
06

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.

One-click CSAT survey sends to client
1–5 star rating with optional comment
Average CSAT visible on the project overview
Export CSV report for the full project history

See it for yourself

Set up your first project in under 5 minutes. No training required.

Start free trial