Onboarding Automation.

Client onboarding automation helps to collect several pieces of crucial information including basic client details, secured payment information, and specific design needs.

The Questionnaire.

Design needs are captured through a dynamic, client-friendly questionnaire that propagates relevant questions for your client. If the client is unsure of a question or how to respond, valuable ideas and examples are provided.

Find out what questions we ask.

How it works.

1

Send your client a unique questionnaire link

Simply input the client's email into the Keepflow dashboard and we'll take care of the rest. This is when the onboarding automation begins.

2

Client completes information

We'll ask the hyper-personalized, dynamic questions that captures clients unique needs. Keepflow articulates the client's respones for you in our featured-packed dashboard.

3

Start doing what you do best

Design with confidence knowing precicely what the client's unique needs. Any neccessary changes requested by the client will be handled by the revision questionnaire.

Features

Included with every tier. Just to name a few.
Client Onboarding Automation
Client-friendly Dynamic Questionnaire
Project Management
Task Priority Filtering
Content Request Management
Chat, Text, & Email Communication
Client Portal
Team Management & Collaboration
Revision Questionnaire
Manage Content Approvals/Revisions
Secure Payment Processing
Automated Follow-up Notifications

Pricing Per Month

Affordable for startups, cheap for established organizations.

STARTUP

$19

1-10 Clients
FREE Beta Access

ESTABLISHED

$79

11-99 Clients
FREE Beta Access

ENTERPRISE

$129

100+ Clients
FREE Beta Access

Have a Question?

Email | [email protected]

Text | 657.888.2389