Onboard customers, start sooner
UK small businesses can turn the usual welcome email and pile of attachments into one simple checklist. Customers see what you need, save progress and return without losing their place.
Put forms, uploads and agreements into one ordered checklist.
Let customers see what is finished and what is still waiting.
Keep the complete onboarding record with the customer.
Your logo and colours run through the whole portal.
14 days free. No card needed.
example.portald.co.uk/checklists/onboarding
PORTALD
New customer onboarding
Complete
67%
The familiar problem
Where the time goes.
A new customer is ready to begin. Then comes a long email, three attachments and a list of things to send back. The good first impression disappears surprisingly quickly.
Problem 01
The first step is not obvious
A checklist gives the customer a clear place to start and shows what comes next.
Problem 02
Missing paperwork delays real work
You can see the incomplete form or missing file before it holds up the job, meeting or deadline.
Problem 03
The record matters later
Completed forms, uploads and accepted agreements remain with the customer when you need to check them again.
In real life
What this looks like at work.
An accountant taking on a client
Collect tax references, records and an accepted engagement letter before the first deadline becomes urgent.
A home-service company booking a job
Gather site details, access notes, photos, signed terms and deposit information before anyone sets off.
A consultant starting a project
Collect the brief, stakeholder details and signed terms without turning the welcome into a week-long email chain.
Workflow
A repeatable welcome for every customer
One request. One customer record. No hunting through email later.
Build the checklist once
Add the forms, uploads and agreements you normally request.
Send one invitation
The customer signs in and works through the list in order.
See what needs attention
Review completed items and follow up only where something is missing.
Try PORTALD free for 14 days.
Add your logo, start inviting customers and see how much chasing PORTALD saves before you pay.
Can customers sign during onboarding?
Yes. Add a signature field to a form or send a PDF agreement for acceptance.
Can we reuse the same onboarding checklist?
Yes. Create a repeatable checklist for the type of customer or service, then use it again.