Scale Your Agency Onboarding Without Adding Headcount

Stop chasing clients for contracts, payments, and feedback.

LaunchBay helps WordPress agencies automate onboarding and delivery, accelerate project activation, align clients and teams in one system, and scale without adding headcount.

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One platform. Every client. Zero bottlenecks.

Onboard clients 3x faster

Automate every WordPress kickoff with standardized workflows, clear ownership, and built-in reminders so you can take on more clients without hiring.

Faster approvals. Clearer feedback.

Centralize feedback and approvals in one workspace. No scattered threads. No confusion. Just smoother launches.

One place for every project, every client

Give every client a branded portal for assets, tasks, and progress tracking. Your team stays aligned. Projects stay on track.

Make onboarding your edge, not your bottleneck.

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Trusted by Growing B2B Agencies to Onboard 3x Faster

"Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes - freeing up our team to focus on delivering value instead of chasing clients."

Lloyd Boolkin | Head of Customer Success

Features Built for WordPress Agency Onboarding

Replace Manual Chaos with a Scalable Client Onboarding System

Stop losing hours to email threads, scattered spreadsheets, and disconnected tools. LaunchBay gives your agency a centralized, automated onboarding hub that accelerates project kickoff, improves client alignment, and helps you scale without adding headcount.

A Branded Customer Onboarding Portal (No Login Required)

Deliver an onboarding experience that reflects the quality of your product. Give every new customer a professional, loginless portal where they can complete tasks, upload files, and view status updates, without the friction of another password.

The Result: No more disjointed emails, lost messages, or buried task lists. Just one source of truth to impress clients from day one.

Automate Customer Onboarding and Follow-ups

Never chase clients for info again. LaunchBay eliminates repetitive administrative tasks by automatically triggering reminders, next steps, and task nudges. Your team stops sending "just checking in" emails and starts focusing on strategy.
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The Result: Reduce manual workload, eliminate human error, and onboard clients 3x faster.

Real-Time Visibility (Collaboration Without Chaos)

Your clients know exactly where they are in their journey with a real-time Progress Tracker. Build alignment and eliminate uncertainty by showing customers exactly what’s been completed and what’s coming next.
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The Result: Total transparency that builds trust and keeps your team and your clients perfectly in sync.

Built-In Contract & File Collection

Stop hopping between four different tools to get a project started. Send contracts for signature, request documents, and collect onboarding forms directly within your client onboarding portal.
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The Result: A streamlined workflow that removes the "paperwork" bottleneck and gets your customers to their first "Aha!" moment sooner.

Integrations

LaunchBay connects directly to the tools your B2B software team already uses, including CRMs, scheduling tools, document storage, and more.
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The Result: Your onboarding system works as an extension of your existing stack, not another silo your team has to manage.

Why Growing Agencies Trust LaunchBay to Scale Client Onboarding

78% fewer

client phone calls
and meetings

15+ hours

saved each week

37% faster

hours saved every week

Recognized as a category leader by G2, Capterra, and Software Advice.

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Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help website design agencies onboard clients faster?

LaunchBay is a client onboarding and project management platform built for website design agencies. It centralizes content collection, design approvals, file sharing, and client communication into a single system so your team can kick off new website projects faster while maintaining visibility and control across every account.

How does LaunchBay help website design agencies reduce project kickoff delays?

LaunchBay replaces scattered emails, spreadsheets, and follow-up threads with structured, automated onboarding workflows. Design teams guide clients through the right steps in the right order, collecting content, brand assets, hosting credentials, and WordPress logins upfront so projects start on time instead of stalling out waiting on missing information.

Can LaunchBay securely collect website content, credentials, and assets from design clients?

Yes. LaunchBay provides secure forms and controlled access to collect everything your team needs to start a website project, from copy and images to WordPress admin credentials, hosting details, and domain registrar logins. All critical information is captured in one system of record, reducing risk and preventing assets from getting buried across email threads and shared drives.

How does LaunchBay improve handoffs between sales, design, development, and account management teams?

LaunchBay connects your sales, design, development, and account management teams inside a shared workflow. Each team has real-time visibility into project status, ownership, and dependencies, ensuring clean handoffs and preventing new website builds or WordPress projects from stalling between stages.

Do website design clients get a portal to submit content and track project progress?

Yes. LaunchBay provides secure, client-facing portals where your clients can submit page content, upload brand assets, review design mockups, approve milestones, and track overall project progress. This gives clients clarity on what's needed from them while giving your internal team full visibility into where each project stands.

How does LaunchBay handle contracts and eSignatures during website project onboarding?

LaunchBay includes built-in contract and eSignature functionality that allows website design agencies to generate, send, and collect signed agreements directly within the onboarding flow. Contracts are tied to the correct client record and project scope, reducing delays between closing a deal and starting the design work.

Can LaunchBay automate the client onboarding process for website design and WordPress agencies?

Yes. LaunchBay automates complex client onboarding workflows so every new website or WordPress project follows a consistent, repeatable process. Teams can trigger tasks, content requests, approval steps, and reminders based on project type or onboarding stage, ensuring nothing falls through the cracks regardless of how many builds are running simultaneously.

How does LaunchBay integrate with CRMs and tools commonly used by website design agencies?

LaunchBay integrates with CRMs and other tools commonly used by design agencies. Onboarding can start automatically when a deal closes, and data stays synchronized across systems, creating a single source of truth without replacing your existing stack of project management, design, or WordPress development tools.

What visibility and reporting does LaunchBay provide for website agency owners and operations leads?

LaunchBay provides operational dashboards and reporting that show onboarding progress, project timelines, bottlenecks, and team workload across all active website builds. This gives agency leaders real-time insight to forecast capacity, prevent scope creep from spiraling, and improve the overall client experience from signed proposal to site launch.

How does LaunchBay help website design agencies scale without adding headcount?

LaunchBay replaces manual client coordination with automation, standardized workflows, and real-time visibility. By reducing the operational overhead of chasing down content, following up on approvals, and managing WordPress credentials across clients, website design agencies can take on more projects simultaneously without adding project managers or coordinators.