★★★★★ Loved by marketing agencies

Onboarding your clients actually finish

Send one branded link and your client grants access to every platform you manage, guided step by step. No PDFs, no Zoom walkthroughs, no chasing. Access lands in your dashboard, often on the same call.

One branded linkNo passwordsDone in minutesBranded Domain

Onboarding made simple

One link replaces eight separate access requests. Your client finishes on their own, and you start billable work the same day instead of two weeks later.

One link. Every asset.

One branded link

Replace 8+ access requests with a single link on your own domain, sent by email or embedded on your site.

Guided for clients

Step-by-step prompts walk clients through each platform, so even non-technical clients finish without a call.

Done in minutes

Access appears in your dashboard in real time, usually within minutes and often on the same kickoff call.

Everything a client needs in one link

Branded connect link on your domain
Guided prompts for every platform
Intake questions during onboarding
Automatic reminders until it is done
New Client Onboarding
01
Welcome & instructionsSETUP
Greet the client and explain what happens next
Welcome aboard — we're glad to have you. This short setup ta…
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Add a step10 blocks
Drop any block between welcome and thank-you
Connect accountsCONNECT +
Qualification quizLOGIC +
Guide videoCOMMS +
Brand intake formCLIENTS +
Book a callCOMMS +
ProposalAPPROVAL +
E-signatureAPPROVAL +
InvoiceBILLING +
Notify teamCOMMS +
ConditionLOGIC +
02
Thank-you pageCOMMS
The final screen your client sees when they're done
You're all set — we'll take it from here. 🎉
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More about onboarding

What does the client actually do?
They open your branded link, log into each platform, and approve the exact assets you requested. The link guides them through it, so there is nothing to explain and no password to share.
Can I collect information during onboarding?
Yes. Add intake questions to the same flow, so you can gather budgets, goals and target URLs while the client is already in setup mode and the context is fresh.
What if a client does not finish?
eGiiG sends automatic reminders and flags exactly which permission is missing, so you are never left guessing why access has not arrived.

Onboard your next client in minutes

Start free, no card. Connect an account and send your first client link today.

How Flow works in practice

How long does onboarding take?
Most clients finish in minutes, often on the same call. One link replaces the days or weeks of back-and-forth that manual access usually takes.
Do my clients need to be technical?
No. The link guides them platform by platform, so they can grant access on their own without a Zoom call or a "where do I click" email.
Is the whole flow branded?
Yes, your logo, domain and colors throughout. The only exception is the official OAuth consent screen, which briefly shows the verified app name eGiiG Connect for a few seconds because every platform requires it.
Can I embed the link on my site?
Yes. Send it by email, drop it into your CRM, or embed it on your own website so clients can start onboarding themselves.
Do I keep access if I cancel?
Your client connections stay yours. Even if you pause or cancel a plan, the access your clients granted remains in place.