Client onboarding without the email chase
Blae helps agencies move from signed contract to first deliverable with structured intake, file collection, access details, approval contacts, and client-ready onboarding visibility.
Intake
Tracked
Approvals
Tracked
Proof
Tracked
June deliverables
Client portal and agency delivery view
Step 1
Intake
Step 2
Plan
Step 3
Approval
Step 4
Proof
Collect the details that make delivery possible
A kickoff call should not be the only place important details live. Blae keeps onboarding responses organized so delivery managers, creatives, and assistants can find what they need.
- Brand, audience, goals, assets, access, and stakeholder details
- Approval contacts and review preferences
- Reusable intake templates for common agency services
A delivery loop built around how agency work actually repeats
Blae connects the post-sale workflow that usually gets split across forms, boards, folders, approval links, and status meetings.
- Collect intake details, assets, access, and approval contacts before delivery starts.
- Turn service plans into weekly, bi-weekly, or monthly deliverables.
- Move each deliverable through draft, approval, requested changes, locked, posted, and proof.
- Give clients visibility without exposing your internal project management noise.
Know what is due, blocked, approved, and delivered
Small agencies miss work when status depends on memory. Blae gives the team and the client a shared view of where deliverables stand without another spreadsheet audit.
- See what is waiting on the agency, the client, or final proof.
- Keep captions, assets, approvals, and revision notes attached to the right deliverable.
- Use version history so final approval is tied to the actual work that shipped.
- Track recurring package work by client, period, service plan, and status.
What to look for
Related resources
Run delivery from one place.
Start with intake, keep approvals attached to deliverables, and show clients what shipped.
Start freeFAQs
What should an agency onboarding portal collect?
It should collect goals, scope details, files, brand assets, account access, stakeholders, approval contacts, deadlines, preferences, and anything the delivery team needs to start work.
How does onboarding connect to delivery?
In Blae, onboarding details live in the same system as the recurring deliverables, approvals, and proof that follow, so important context does not get stranded in a form response.