About ProcessKit

ProcessKit helps your agency onboard clients successfully at scale.

Make your client onboarding process repeatable & predictable.

No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time.

• Use our ready-made process templates or customize your own.
• Build-in conditional logic, input forms and automations.
• Continuously improve your process and propagate changes to all your active onboardings.

Track progress at every stage in your client pipeline.

Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks.

• Checklists, intake forms, and dynamic dates.
• An organized Kanban view that stays up-to-date automatically.
• Flexibility to change things up on the fly.
• All key information, there at a glance.

Delegate onboarding tasks. ProcessKit has your team's back.

Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.

• Automatically delegate tasks to your team.
• Automatically calculate due dates.
• Pre-fill tasks with instructions, videos, and dynamic content.
• Audit tasks to see who did what, and when.
• Personal to-do lists managing tasks by person.

All your clients info at your fingertips.

Keep your client list, along with all of your clients' information. Pull a client's details into their onboarding tasks dynamically.

• Store client information in the same place you onboard new clients.
• Tasks automatically adapt based on the client and their attributes.
• Invite clients as guests without requiring them to login or accept an invite.

Automate your client onboarding

Ready to scale your client onboarding? You need to automate it. ProcessKit automates this critical part of your operation, without feeling overwhelming.

• Use “if-this-than-that” logic in your client onboarding process.
• Set dependencies on tasks.
• Run automated actions key milestones are hit.
• Integrate everything with Zapier or using webhooks.