Insights for teams that onboard smarter

Actionable strategies, playbooks, and inspiration to help B2B service and software companies streamline onboarding, scale efficiently, and deliver world-class client experiences.
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How to Automate Client Requests in LaunchBay with Portal Tabs & Embedded Forms
Blog Posts
How to Automate Client Requests in LaunchBay with Portal Tabs & Embedded Forms

Managing client requests shouldn’t feel like chasing scattered emails, Slack messages, or sticky notes. With LaunchBay’s Client Requests feature, you can give your clients a simple, self-service way to request additional work—and instantly turn those requests into actionable tasks for your team.

By

Sam Chlebowski

September 3, 2025
How Much Time & Money Can Marketing Agencies Save with Client Onboarding Automation? [Real Statistics]
Blog Posts
How Much Time & Money Can Marketing Agencies Save with Client Onboarding Automation? [Real Statistics]

Manual onboarding doesn’t just create delays. It eats into billable hours that could be spent on strategy and creative work. Or worse, it leaves clients with a rocky first impression that can lead to early churn.

By

Sam Chlebowski

September 1, 2025
Automate Client Onboarding: How to Connect HubSpot to LaunchBay with Zapier
Blog Posts
Automate Client Onboarding: How to Connect HubSpot to LaunchBay with Zapier

In this guide (with a step-by-step video tutorial), you’ll learn how to automatically invite new customers into a white-label, loginless LaunchBay portal the moment they become a customer in HubSpot.

By

Sam Chlebowski

August 21, 2025
Migrate Forms from Jotform, Fillout, & Gravity Forms to LaunchBay in 30 Seconds with AI
Blog Posts
Migrate Forms from Jotform, Fillout, & Gravity Forms to LaunchBay in 30 Seconds with AI

Whether you use Jotform, Fillout, Gravity Forms, or another tool, migrating your existing forms to LaunchBay doesn’t have to be a tedious, manual process.

By

Sam Chlebowski

August 13, 2025
Productivity Reporting, Enhancements to Message Center, and More! July 2025 Release Notes
Product Updates
Productivity Reporting, Enhancements to Message Center, and More! July 2025 Release Notes

Discover LaunchBay’s July 2025 release: enhanced Message Center, Productivity Reporting, embedded Portal Forms, detailed Task Activity Feed, and other productivity upgrades.

By

Sam Chlebowski

August 7, 2025
3 Ways to Create a Client Portal in ClickUp (Step-by-Step Tutorial)
Blog Posts
3 Ways to Create a Client Portal in ClickUp (Step-by-Step Tutorial)

Learn 3 practical ways to create a client portal in ClickUp—plus discover the limitations, risks, and challenges of using ClickUp for client-facing work. This guide helps you make the right choice before you commit.

By

Sam Chlebowski

August 6, 2025

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