Share brand guidelines
Add the link to your brand guidelines in a comment.
Due 2026-11-05 · your team will review this
Get new clients started. Without all the back-and-forth.
Eight emails to get one answer?
Not anymore.
“I still need to build the plan.”
Create a branded client workspace in 2 minutes.
You can give couple sentences or full project spreadsheet and it will create the workspace in minutes.
“Did they see what we sent?”
Client can access everything in one link. No login.
Renee opens her steps, shares a note or tells you she’s stuck. You see the update.
Renee’s link · no login
Trailhead
First campaign
Go live · Nov 20
29%2 of 7 done
Your path to Nov 20 · only your steps
Three steps this week.
TODAY
GO LIVE
0 of 3 of your steps done · tap a bright dot to jump to it
Confirm campaign direction
Tell us which direction feels right for your first campaign.
Due 2026-11-06 · your team will review this
Give ad account access
Invite your account lead so the team can set up the campaign.
Due 2026-11-09 · your team will review this
Example · nothing saved
“Time to follow up. Again.”
The reminder goes.
You get on with work.
After you set the project live, scheduled reminders keep the next step in front of your client.
SCHEDULED · EXAMPLE
Renee, ad access is due tomorrow.
Open your steps“What’s holding this up?”
Spot the blocker.
Know who to call.
Ad access is with Renee. The campaign is with your team. See how one affects the other.
TRAILHEAD
GO LIVE · NOV 20First campaign
DoneIn progressNeeds reviewStuckUp next– – Dependency
8 steps · Nov 2 – Nov 20
“Are we ready for Friday?”
Check the work.
Not eight email threads.
See what’s done and what still needs a person before the date you promised.
TRAILHEAD · EXAMPLEFirst campaignGo live · Nov 20
- Brand guidelines received
- Ad account access confirmed
- Campaign approved by Renee
Ready for go-live
Your next client doesn’t need another email thread.
Give them a plan.
Get your time back.
- A reviewed plan instead of a blank spreadsheet
- One client link instead of scattered requests
- Scheduled reminders instead of manual follow-ups
$99/year
Your whole company. Every teammate.
No seat tax.
Try it free for 14 days. No credit card.
What’s included & fair use
Unlimited teammates, clients, projects and reminders for normal use. Heavy AI use has an allowance, with optional $99 Power Packs. See the fair-use policy.
Built for client work.
Not more admin.
What mattersTypical
PM setupClientOnboarding.aiUs
PM setupClientOnboarding.aiUs
No seat tax
One price for the whole company
Getting started
Draft a plan from rough notes in 2 min
Start a draft from ChatGPT
Working with the client
Client works from one link, no account
Scheduled follow-ups after launch
What we leave out, on purpose
File uploads and storage
Charts, time tracking, dashboards
A typical setup, not a feature audit of every tool. Guest access and automation vary by plan.
Compare with MondayWatch it come together.
Under a minute.Start your brief in ChatGPT, too.How to set it up
A few good questions.
Do my clients need an account?
No. Clients use a secure link to see their tasks, submit work for review, leave a comment or flag a blocker.
What does $99 a year cover?
Your whole company—not each person. Teammates, clients, projects and reminders are unlimited for normal use. Heavy AI use has an allowance, with optional $99 Power Packs.
Will AI launch my project?
No. AI helps draft the plan. You review the steps, owners and dates, then explicitly set the project live. Drafts send no notifications.
Is it just a Kanban board?
No. Board, Map, Relay and Calendar show the same tasks. See owners and dependencies, team-to-client handoffs or work by date without maintaining separate plans.
Can I keep using my existing documents?
Yes. Link your existing Drive files, documents and other resources. There is no file upload or document storage to maintain here.