One reusable checklist per client, an intake form that collects what you need up front, and a clear view of who's stuck on what step.
“Every new client starts the same way, and every time something gets missed.”
Built to be the one tool for agencies & service firms — not a module inside something bigger.
Only the tool that solves this one problem.
Most modules unused, plus setup and training time.
That's roughly 88% less than a bundled suite subscription, for the one feature you actually needed.
Yes — build a base checklist once and adjust individual steps per client without rebuilding it from scratch each time.
The checklist view shows exactly which step each client is on, so a stalled onboarding is visible instead of discovered late.