Automate client onboarding tasks, without the spreadsheets and follow-up emails

Create custom onboarding workflows, assign client tasks automatically, and track progress in one centralized portal — no logins or chasing clients required.

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Say goodbye to ClickUp updates, Google Sheets, and email chains.

Automate every onboarding step

Build a fully branded onboarding checklist with tasks like signing contracts, uploading assets, and scheduling calls — all triggered automatically when a deal is closed.

Eliminate manual follow-ups

Stop chasing clients for missing items. LaunchBay sends smart reminders and updates task statuses as clients complete them — no logins or manual steps required.

One hub for your team and clients

Replace Slack threads and scattered docs with a centralized client portal that makes collaboration simple and keeps projects moving.

Get client info, assets, and approvals without chasing them down

Collect Brand Assets & Files

Set up file upload tasks so clients can submit logos, guidelines, and other assets — no more digging through emails or shared drives.

Get Feedback & Approvals Fast

Send videos, PDFs, or images for clients to review and approve. Clients can comment and request changes in one place — no extra tools required.

Send Contracts for E-Signature

Turn your existing PDFs into signable documents clients can complete directly inside their portal — no PandaDoc or extra tools needed.

Use Smarter Onboarding Forms

Create forms to collect detailed onboarding info — and flag them as incomplete if something’s missing, so clients can quickly update their answers.

Embed Scheduling, Payments & More

Embed Calendly, Stripe, or analytic reports to let clients book meetings, pay invoices, or view reports without leaving the portal.

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With LaunchBay's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
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FREE EBOOK

Improve your client onbarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
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Frequently Asked Questions (FAQs)

What is client task management, and how does LaunchBay organize client-specific work?
Client task management is the process of organizing, assigning, and tracking work that requires client participation. LaunchBay lets you create client-specific tasks tied directly to onboarding or delivery workflows. Each task lives inside a branded client portal, keeping work structured and visible for both teams and clients.
How can I follow up with clients automatically using LaunchBay task workflows?
LaunchBay includes built-in automated reminders that follow up with clients on incomplete tasks with one click. You don’t need to write manual emails or chase responses. This keeps projects moving while saving your team hours of follow-up time.
How should I organize client files and link them to tasks in LaunchBay?
LaunchBay allows you to upload and share client files directly within the portal and attach them to specific tasks. This keeps documents, deliverables, and requests organized in context. Clients always know where to upload or review files without searching through emails.
How can I collect client feedback and turn it into actionable tasks in LaunchBay?
LaunchBay makes it easy to collect structured client feedback using built-in design proofing and feedback tools. Client comments and approvals can be converted directly into actionable tasks. This ensures feedback is captured, organized, and acted on without manual handoffs.
How do I request meetings with clients and track them as tasks in LaunchBay?
You can embed your existing scheduling tools, such as Calendly or HubSpot calendars, directly into LaunchBay tasks. Clients book meetings from within their portal, and the request is tracked as a completed task. This keeps scheduling organized and tied to project progress.
How can I track client task progress and upcoming actions in LaunchBay?
LaunchBay includes a visual project progress tracker that shows task status, completed steps, and upcoming actions. Clients can see exactly where things stand at any time. This transparency reduces status check-ins and improves accountability.
How do I request payments from clients in LaunchBay, and can tasks be linked to invoices?
LaunchBay includes built-in invoicing that allows you to request payments directly from clients. You can link invoices to specific tasks or milestones inside the client portal. This connects payments to progress and simplifies billing workflows.
How do Project Templates work in LaunchBay?
Project templates in LaunchBay let you pre-build projects with tasks, portal pages, automations, and settings already configured. When you create a new project from a template, everything is instantly populated, saving your team time and ensuring a consistent client experience​.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

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