Onboarding Portal
Client Onboarding Portal

Your Structured Path to
Launch Every System

A guided project portal that keeps you and your build team in sync — tracking progress, managing assets, and making sure every system goes live on schedule.

18+

Systems Tracked

From CRM to E-Commerce

100%

Visibility

See exactly where things stand

2-Way

Collaboration

You and your build team, in sync

Everything You Need to Launch

A walkthrough of what you'll find inside your portal.

Dashboard

Your Command Center

See your plan, build progress, action items, and team contacts all in one place. A guided tour walks you through everything on day one.

Your Command Center

Build Tracker

Mission Control

Track every system from launch pad to orbit. See overall progress, what's in progress, and what needs your input — all at a glance.

Mission Control

Build Tracker

Board & List Views

Switch between a Kanban board and a detailed list view. Every system shows its owner, status, and progress so nothing falls through the cracks.

Board & List Views
Board & List Views alt view

Questionnaire

Guided Onboarding Questionnaire

Tell us exactly what you need. Our AI reads your answers and automatically suggests which systems to prioritize and who should handle each one.

Guided Onboarding Questionnaire

Assets

Organized Asset Center

Upload and manage your logos, brand guidelines, photos, FDD docs, and marketing collateral — all categorized and accessible for your team.

Organized Asset Center

Approvals

Review & Approve Work

When your team completes a build, you'll get a clear approval request. Review it, approve it, or request changes — right from your portal.

Review & Approve Work

Communication

Internal Huddle & Messaging

Jump on a live audio huddle or send messages directly to your build team. AI-generated summaries and action items keep everyone aligned.

Internal Huddle & Messaging

Checklists

System Checklists

Each system has a detailed setup checklist, a linked knowledge base, star ratings, and a comments section so you always know what's done and what's next.

System Checklists

Knowledge Base

Built-In Knowledge Base

Step-by-step guides, videos, and tutorials organized by topic — so you can learn the platform at your own pace or hand it off to your team.

Built-In Knowledge Base

Launch Day

You're Live!

When your systems are built and approved, you'll get the official launch celebration — with direct links to your Knowledge Base, Bureau community, and growth tools.

You're Live!

Ready to Launch Your Systems?

Every Franbassador plan includes full access to the Onboarding Portal. Pick a plan and your build team will have you up and running in no time.