Client Onboarding
A branded portal from kickoff, not a shared inbox and a spreadsheet.
Jobs Aanty does for Client Onboarding
Onboarding a new client usually starts with a shared inbox, a spreadsheet tracker and a handful of scattered emails — and it's the first impression a client gets of how the relationship will run. Aanty gives a new client a branded portal from day one, with the onboarding checklist and every task as entity-linked threads.
A branded portal from kickoff
Magic-link auth, no password friction — the client sees a purpose-built portal, not a guest seat in an internal tool.
The checklist as entity-linked threads
Each onboarding task or milestone owns a thread with a live status card, so nothing tracked in a spreadsheet drifts out of sync with the conversation.
A native helpdesk once onboarding becomes support
The same portal and thread model carries into ongoing support, with SLA and CSAT built in — no tool switch at handoff.
What changes day to day
A new client's first experience is a portal built for them, not a shared inbox they have to learn to navigate. The onboarding record — tasks, decisions, sign-offs — carries forward into the ongoing relationship instead of getting lost at handoff.
See it from another angle
See Aanty run a client onboarding day
Bring a real thread from how client onboarding works today. In fifteen minutes we'll show you the same day as a calm briefing and a short queue of what actually needed you.