Used by teams at independent studios and growing agencies
The old way
Email threads don't scale. Spreadsheets don't remind anyone.
Logos in Gmail. Logins in Slack. Copy in a doc nobody opened. Every kickoff steals hours from actual design work.
With Cerboard
One polished link. Auto follow-ups. Everything in your dashboard when they're done.
- No client account required
- Alerts when your client has submitted assets
- Files tied to each project
How it works
Live in minutes, not days
Build your checklist once
Pick what you collect (logos, copy, logins, brand assets) from templates tuned for agencies.
Send one onboarding link
Your client gets a polished portal. Upload files, answer questions, done. No account required.
Watch it fill itself in
Live progress, smart reminders at 24h and 48h, and an alert the moment they're finished.
See it in action
Built for kickoffs, not feature bloat
From the first invite to the finished handoff, see how Cerboard collects every asset without the chase, so you start the real work sooner.
Add client
They'll get an email with a one-click onboarding link.
First name
Onboarding template
Optional reminders
Nudges at 24h and 48h, always earliest first. We only send if onboarding isn't 100% complete.
Onboarding
Hey Jane, let's get your project moving.
From your team at Cerboard
Upload your logo
RequiredBrand photography
MultiplePrimary brand color
Acme Studio reached 50%. Alert sent to your inbox.
Welcome back, Cerboard
Every client onboarding at a glance.
Essentials · 3 of 10 clients
Client pipeline
6total clients
Recent clients
View allAcme Studio
In progressjane@acme.com · 2h ago
2/4Northwind Co
Completedops@northwind.co · 1d ago
5/5
By the numbers
Built to help agencies ship faster
Latest figures from real customer activity, updated as new agencies join and projects wrap.
12,000+
Client assets collected
Logos, brand docs, copy, logins. All handed off through Cerboard.
900+
Onboardings completed
Real kickoffs delivered for studios and growing agencies.
11 days
Avg. time saved per project
Measured against agencies' self-reported pre-Cerboard baseline.
99.9%
Uptime over 12 months
Reminders go out on time. Client portals always answer.
From our customers
“We used to lose a week every kickoff chasing logos in email threads. Now clients finish before our first call. Cerboard paid for itself on client two.”
Nicole Jackson, Founder
A note from the founder
“I ran a 4-person web dev agency and we lost more revenue to client back-and-forth than to bad pitches. Cerboard is the tool I wish we'd had on day one, and we use it ourselves for every new project.”
Pricing
Start free. Scale when you grow.
No credit card. No sales call. Send your first onboarding link today.
Free
$0
Try it out with one client.
- 1 client slot (lifetime)
- All onboarding features
- Email reminders
Most popular
Essentials
$49.99/mo
For small agencies onboarding a few clients a month.
- Up to 10 active clients
- All onboarding features
- Completion email alerts
- Priority support
Elite
$99.99/mo
Unlimited clients for growing agencies.
- Unlimited active clients
- All onboarding features
- Completion email alerts
- Priority support
Your next kickoff starts
with one link.
Join the agencies who stopped chasing assets and started shipping faster.
No credit card · Free forever plan · Cancel anytime