Marketing agencies, consultants, accountants, coaches—you all share a common bottleneck: Client Onboarding.

You've closed the deal (congrats!), but now the real work begins. You need passwords, brand assets, access to accounts, target audience definitions, and a million other details before you can start delivering value.

The Email Ping-Pong

Usually, this happens via a messy chain of 40 emails. Attachments get lost. Questions get skipped. Weeks drag on.

Or maybe you send a massive 10-page "Onboarding Questionnaire" document. The client looks at it, feels overwhelmed, and puts it off until "next week." Momentum dies.

Chat-Based Onboarding

ChatToSurvey turns that massive questionnaire into a friendly chat.

• "Let's get started! First, what is the exact name of the entity we'll be billing?"
• "Got it. And who will be our primary point of contact for day-to-day approvals?"
• "Great. Could you upload your high-res logo here?"

It's digestible. It feels like a kickoff meeting, but it's asynchronous. The client can do it on their phone while waiting for coffee.

Structured Data for Your Team

Once the chat is done, your team doesn't get a transcript to read through. They get a structured JSON object or a CSV row with every field populated.

Pro Tip: Use our webhooks to automatically create a new project in Asana or Trello, populated with the client's answers.

Impress your new clients with how organized and modern your process is. Start the relationship on a high note with seamless, automated onboarding.