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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3 Ways to Build a Client Portal in Notion (And Mistakes to Avoid)
Software Comparisons
3 Ways to Build a Client Portal in Notion (And Mistakes to Avoid)

Thinking of building a client portal in Notion? Explore 3 different setup methods, avoid common mistakes, and uncover the hidden pitfalls that can derail your workflow.

By

Sam Chlebowski

July 11, 2025
AI Clients, a Better Mobile Experience, and More! June 2025 Release Notes
Product Updates
AI Clients, a Better Mobile Experience, and More! June 2025 Release Notes

AI Clients are here—plus faster mobile, smoother file sharing, and smart updates to help you move projects forward with less effort.

By

Sam Chlebowski

July 4, 2025
How to Improve Your Client Onboarding Process Before It Costs You More Time & Revenue [Free eBook Inside]
Customer Onboarding
How to Improve Your Client Onboarding Process Before It Costs You More Time & Revenue [Free eBook Inside]

Most businesses don’t realize how much time (and money) they’re losing during client onboarding. In this article, we’ll break down the hidden costs of client onboarding and explain how to improve your process with actionable advice and a free eBook that provides a full roadmap for getting started.

By

Sam Chlebowski

June 25, 2025
How to Integrate GoHighLevel With LaunchBay Client Portals
Templates & Tools
How to Integrate GoHighLevel With LaunchBay Client Portals

With just a few minutes of setup, you can automatically invite new clients into a fully branded, loginless LaunchBay portals to complete forms, file uploads, contracts, and more—the moment they're marked as a customer in GoHighLevel.

By

Sam Chlebowski

June 20, 2025
Getting Started with LaunchBay: A Step-by-Step Guide for New Users
Blog Posts
Getting Started with LaunchBay: A Step-by-Step Guide for New Users

LaunchBay brings every aspect of your client work—onboarding, communication, task tracking, and more—into one centralized platform, purpose-built for agencies, consultants, and other service professionals.

By

Sam Chlebowski

June 18, 2025
How Clients Use LaunchBay Portals: A Complete Walkthrough
Templates & Tools
How Clients Use LaunchBay Portals: A Complete Walkthrough

If you're a business using LaunchBay to streamline client collaboration—or a client who's just received an invite to a LaunchBay portal—this guide is for you.

By

Sam Chlebowski

June 6, 2025

Get back to the work you're best at.

LaunchBay's AI-powered client portal handles the collecting, reminding, and following up, so your team spends less time chasing clients and more time delivering.

Ready to stop chasing?

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