u/Money-Present5821

I posted a few days ago about how messy client onboarding still feels inside a lot of agencies.

A few people seemed to relate, so I wanted to follow up.

I’ve worked as a media buyer inside a few agencies, and this is something I kept noticing:

The agency can be great at sales.

Great at ads.

Great at funnels.

Great at getting clients results.

But right after the client signs, things suddenly get messy.

Someone needs Facebook access.

Someone needs the ad account ID.

Someone needs the pixel.

Someone needs the offer details.

Someone needs the logo.

Someone needs the calendar link.

Someone needs to know if tracking is ready.

And the client usually has no idea where half of this stuff is.

So the first week becomes a lot of chasing, explaining, checking, reminding, and asking:

“Are we actually ready to launch yet?”

That’s the part I wanted to solve.

So I built a small tool called Onbrdify.

Not trying to make it sound bigger than it is.

Right now, it’s basically a guided onboarding flow for GHL agencies.

One link for the client.

Structured answers for the agency.

GHL sync.

A launch checklist for the team.

The goal is to make the handoff from “client signed” to “ready to launch” feel less chaotic.

And the feature I’m working on next is the part I’m honestly most excited about:

Direct Facebook Ads and Google Ads account connection through OAuth.

So instead of asking non-technical clients to find their Ad Account ID, Pixel ID, Business Manager details, Google Ads Customer ID, etc…

They can just connect the account directly in the onboarding flow.

That’s the experience I think local business clients actually need.

Less “go find this weird ID inside Business Manager.”

More “click connect and move on.”

I’m looking for a few GHL / lead gen agency owners to test it for free and tell me if it’s actually useful or if I’m missing something obvious.

Just looking for honest feedback from people who deal with onboarding.

I work as a media buyer and I’ve been inside several agencies.

One thing I’ve noticed is that a lot of agencies are great at selling, running ads, getting clients results, and building funnels…

But the onboarding process is still surprisingly messy.

To be honest, not many of them have a really smooth client onboarding system.

Some still use Google Forms.
Some ask for access manually through email or Slack.
Some send the client a checklist.
Some collect the info in one place, then copy it manually into GHL or internal docs.

And the problem is not that Google Forms are bad.

The problem is that the first few days after a client signs should feel fast, professional, and organized.

Instead, it often turns into:

“Can you send your Facebook access?”
“Can you fill this out?”
“Can you give us domain access?”
“Where is your logo?”
“Who owns the ad account?”
“Can you resend that?”

From the client’s side, that doesn’t feel premium.

And from the agency’s side, it slows down fulfillment before the work even starts.

That’s why I started building something for this.

The idea is simple:

One onboarding link for the client.
They fill everything in one clean flow.
The agency gets the info structured.
A launch checklist is created.
The right team members get notified.
And the important fields can sync into GHL, instead of someone manually copying things around.

I’m not trying to make this a big pitch.

I’m genuinely curious how other agency owners handle this.

If you run a GHL agency or lead gen agency:

How do you currently take a client from “signed” to “ready to launch”?

And do you feel like your current process is actually smooth, or just “good enough”?