Streamline Client Onboarding at Scale

Welcome to SlateBoarding – Simplify your onboarding process to save time, reduce complexity, and minimize risks in your business relationships.

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Power Up Onboarding and Integrate Your Favorite Platforms

Our connected world requires systems that work together. Take advantage of our recognized integrations with popular scheduling, email, and payment processing apps.

Integration features of SlateBoarding

Automate Onboarding Workflows and Reclaim Your Time

Create Custom Templates

Save valuable time with custom templates. Easily create workflows to quickly onboard clients, employees, or vendors. Instantly share documentation and checklists with one click.Get started with your first template.

Sign Documents Effortlessly

Share and sign documents, including contracts, NDAs, tax documents, and more. Organize, track, and manage documents with ease. Explore document progress through your report dashboard at every stage. Need to make a change? No problem! Make necessary updates and track versions easily without issue.

Collaborate Across Documents

Eliminate cumbersome document workflows and streamline them so that you can accelerate approvals and stay organized for faster results. All of your documents are stored securely in the cloud for access anytime, anywhere.

Get Paid Faster

SlateBoarding seamlessly integrates with Stripe so you can create invoices, request and accept payments, and apply them to client accounts – all without switching tabs. Speed up payments by allowing clients to pay directly. Explore payment integrations.

Conveniently Schedule Meetings

Share and sign documents, including contracts, NDAs, tax documents, and more. Organize, track, and manage documents with ease. Explore document progress through your report dashboard at every stage. Need to make a change? No problem! Make necessary updates and track versions easily without issue. Discover documentation features.

Why Onboarding is Crucial?

Your business contacts – clients, vendors, and employees – want and expect a modern and intuitive onboarding process.

Did you know that Only 12% of employees strongly agree that their organization does a great job onboarding new employees?

Research states that 63% of customers consider the onboarding process when making a purchase.

76% of customers stay after a welcoming onboarding experience and poor onboarding leads to a 40-60% drop-off rate.

What Our Clients Are Saying

SlateBoarding revolutionized how we welcome new team members. With automated workflows and easy document signing, our HR processes have never been smoother.

- Fatima Ali,

HR Manager, Hospitality Group

The convenience of SlateBoarding's integrated scheduling and payment features has transformed how I run my coaching business. My clients love the seamless experience.

- Sarah Smith

Life Coach

SlateBoarding has been invaluable for our law firm. From customizable workflows to secure document sharing, it's helped us enhance client relationships and streamline operations.

- Adam Khalid

Partner, Law Firm

SlateBoarding saved us countless hours of manual work. With customizable templates and seamless document signing, onboarding clients has never been easier.

- Emma Johnson

CEO / Company

Since implementing SlateBoarding, our tech startup has seen a significant reduction in onboarding time and an increase in customer retention. It's a game-changer.

- Michael Chen

CTO, Tech Startup

As a freelancer, time is money. SlateBoarding helped me streamline my onboarding process, leaving me more time to focus on my craft.

- David Lee

Freelance Graphic Designer

Why Your Business Will Benefit

We take the pain out of onboarding and help you get the paperwork out of the way. Many businesses currently benefit from our software as they onboard clients, vendors, or staff, including:

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Freelancers

Marketing Agencies

Entrepreneurs

Small Businesses

Hospitality Groups

Tech Startups

Accountants

Law Firms

Coaches

Consultants

Graphic Designers

Talent Agencies

Fitness Centers

And more

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