Client Onboarding Portal for Niche Marketing Agencies
Why This is an Opportunity
This addresses the scattered nature of client onboarding by consolidating all needed materials into a single portal. The app simplifies tracking document submissions and approval workflows, ensuring nothing is overlooked.
Key Pain Points
- •Current process requires manually tracking document submissions via email
- •Existing tools have no way to customize onboarding steps for agency needs
- •No centralized location for client documentation received during onboarding
- •Have to use separate email and file-sharing systems to gather information
- •Manual tracking of onboarding steps consumes significant staff time
Original Discovery
Specialized marketing agencies often have unique onboarding requirements involving multiple document submissions, questionnaires, and approval steps. Currently, they use a combination of emails and shared file systems, which leads to delays and lost information. A streamlined web portal to collect and track onboarding materials can improve efficiency.
Ready to Build This?
Sign up to save this opportunity and get your personalized MVP kit. Includes domain name suggestions, boilerplate code, and AI prompts to build your MVP rapidly.
Free MVP kit • Domain finder • Starter code