Stop chasing clients for files, access details and information.
Clientovo collects everything you need from new clients, follows up when something is missing, and turns it into a clean project brief for your team.
- Brand guidelines
- Google Analytics access
- Team headshots
Tomorrow, 10:00 AM · Scheduled
Client onboarding shouldn’t take 27 emails.
Clients forget things
Files, access details and information often arrive across multiple emails and messages.
Your team wastes time chasing
Account managers spend hours following up for missing information.
Projects start late
Missing assets and access details delay work before it even begins.
One link. Everything collected.
Send one onboarding link
Create a client onboarding request and send the customer one simple branded link.
Clientovo collects everything
Clients complete forms, upload files and provide the information your team needs.
Clientovo does the chasing
If something is missing, Clientovo follows up so your team doesn’t have to.
Everything you need to make onboarding painless.
Client follow-ups
Clientovo follows up when information is missing, taking the chasing off your team’s plate.
Custom onboarding forms
Create different onboarding processes for different services.
File collection
Keep client assets and documents in one organised place.
Progress tracking
See exactly what each client has completed and what is still missing.
Structured client briefs
Turn onboarding responses into a clear, organised project brief for your team.
Organised handover
Receive completed onboarding information in a clear format that fits into your existing agency workflow.
Less chasing. Faster projects.
- 15+ onboarding emails
- Manually chasing clients
- Files stored everywhere
- Missing information
- Staff manually creating briefs
- One onboarding link
- Client follow-ups handled
- Everything organised
- Completion tracking
- Structured client briefs
Built for agencies that are tired of chasing clients.
If your team regularly needs files, access details, questionnaires or project information from new clients, Clientovo can handle the boring part.
See what onboarding is costing you.
Use your own numbers to estimate how much agency time is being spent on client onboarding admin each month.
Agency onboarding estimate
Time spent onboarding: 18 hours
Estimated monthly admin cost: £360
More time for paid client work.
Take client onboarding off your team’s plate.
Clientovo manages the repetitive work behind your client onboarding, from collecting information and files to following up when something is missing. Tell us how your agency currently onboards clients and we’ll show you how Clientovo can fit into your process.
Get startedGet started to Clientovo.
Give us a few details about your current onboarding process. We’ll get in touch to understand how you work and set up a Clientovo onboarding process around your agency.
Spend less time chasing clients.
Let Clientovo handle the boring part of onboarding so your team can focus on the work clients actually pay you for.
Get startedReady to simplify your client onboarding?
Whether you have a question about Clientovo or want to see how it could fit your agency, get in touch and we’ll be happy to help.
contact@clientovo.com