Trusted by 60+ digital agencies

Stop chasing clients
for assets.

One link collects files, answers, and logins. Reminders run automatically. You watch progress hit 100%.

4.9average rating
60+
agencies onboarding clients
4.9 / 5
average customer rating
Weekly
shipping product updates
cerboard.com/portal/acme

Onboarding

Hey Jane, let's get your project moving.

From your team at Cerboard

2/4 complete50%

Upload your logo

Required
logo-primary.svgtap to replace

Brand photography

Multiple
Upload filesUp to 25 MB · select one or many

Primary brand color

Used by teams at independent studios and growing agencies

NORTHWIND STUDIOLAYER & LINEBRIGHTFIELDFIELD & FORMFOLDLINEOAKEN AGENCYNORTHWIND STUDIOLAYER & LINEBRIGHTFIELDFIELD & FORMFOLDLINEOAKEN AGENCY

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

Try it free →
01

Build your checklist once

Pick what you collect (logos, copy, logins, brand assets) from templates tuned for agencies.

02

Send one onboarding link

Your client gets a polished portal. Upload files, answer questions, done. No account required.

03

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.

cerboard.com/clients/new

Add client

They'll get an email with a one-click onboarding link.

First name

Jane

Email

jane@acme.com

Onboarding template

Default onboarding

Optional reminders

Nudges at 24h and 48h, always earliest first. We only send if onboarding isn't 100% complete.

1Thu, Jun 11 · 09:00 AM
2Fri, Jun 12 · 09:00 AM
Add reminder (2/3)
cerboard.com/portal/acme

Onboarding

Hey Jane, let's get your project moving.

From your team at Cerboard

2/4 complete50%

Upload your logo

Required
logo-primary.svgtap to replace

Brand photography

Multiple
Upload filesUp to 25 MB · select one or many

Primary brand color

cerboard.com/dashboard

Acme Studio reached 50%. Alert sent to your inbox.

Welcome back, Cerboard

Every client onboarding at a glance.

Add client

Essentials · 3 of 10 clients

Client pipeline

6total clients

50% complete
Completed3
In progress1
Not started2

Recent clients

View all
  • Acme Studio

    In progress

    jane@acme.com · 2h ago

    2/4
  • Northwind Co

    Completed

    ops@northwind.co · 1d ago

    5/5
Add a client, send one link1 / 3

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.

As seen onLinkedInXInstagramYouTubeTikTok

From our customers

Northwind Studio
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

Nicole's favorite featuresClient portalAuto remindersTemplates

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.

Jason· Founder, Cerboard
Email me directly

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
Start free

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
Get Essentials

Elite

$99.99/mo

Unlimited clients for growing agencies.

  • Unlimited active clients
  • All onboarding features
  • Completion email alerts
  • Priority support
Get Elite
No credit card required·Free forever plan·Cancel anytime

Your next kickoff starts
with one link.

Join the agencies who stopped chasing assets and started shipping faster.

Start free today

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4.9average rating