Stop losing the first two weeks
of every client to onboarding.
The moment a client signs, onboarding explodes into email threads, PDFs, and missing logins. AutoStack runs it end to end: intake, assets, and account access in one branded flow, with Otto chasing what's missing.
Free onboarding readiness check. No credit card required.
Otto
Your onboarding coordinator
What is AutoStack?
AutoStack is a client onboarding OS for B2B service businesses across the United States and Canada. It runs the workflow after a client says yes (contracts, intake forms, asset collection, account access requests, tasks, reminders, and launch readiness) in one branded, repeatable flow. Otto, the built-in AI coordinator, checks completeness, drafts follow-ups, summarizes each onboarding into a kickoff brief, and flags what is blocking launch. AutoStack works alongside existing CRMs, project tools, and systems of record rather than replacing them. Plans start at $59 per month with free unlimited client collaborators.
The Problem
Winning the client was the easy part.
Then onboarding explodes. The contract's in one tool, intake in a form, assets in Drive, access requests buried in Slack. Nobody's sure what's actually blocking launch. The work is simple. The chase is hell.
Of leaders say onboarding friction directly hurts revenue (OnRamp, 2025)
Of teams have no real-time visibility into onboarding progress (OnRamp, 2025)
Of customers say the companies they buy from could onboard better (Wyzowl, 2020)
The Fix
One repeatable flow that runs onboarding for you.
AutoStack collects intake, assets, and account access through one branded portal, no client login required. Otto checks what's complete, chases what's missing, and scores launch readiness, so you always know exactly what's blocking go-live.
Not another portal to babysit. Not another form tool. The system that actually gets clients launch-ready.
The engine
The part nobody else built
Branded portals and forms are table stakes. Access collection, asset chasing, and launch readiness are where onboarding actually breaks. That's what AutoStack runs.
Account access
Get every login in one link, not a two-week scavenger hunt
Getting clients to grant access is, as one agency owner put it, “a special kind of hell.” Passwords over email, the wrong permission level, a two-hour call just to get added to their Business Manager. AutoStack sends one branded link that collects it all.
- Permissions, not passwords (reversible and secure)
- Tracks exactly what's granted, pending, or wrong-level
- Google Ads, Meta, GA4, Shopify, QuickBooks & more
Grant access
One link · no passwords shared
- Granted
Google Ads
Admin access granted
- Verifying
Meta Business Manager
Checking permission level
- Requested
Google Analytics (GA4)
Awaiting client approval
- Requested
QuickBooks
Awaiting client approval
Intake & assets
Stop being your clients' reminder system
Clients do 60% of the intake, then go dark for a week. AutoStack collects every form, file, and brand asset through one branded portal (no client login), and Otto auto-nags for whatever's still missing.
- One branded portal, no client login required
- Conditional intake that maps straight into the work
- Otto chases the missing items so you don't have to
Northwind Co. · Onboarding
Intake & assets · Day 2
- Brand guide uploaded
- Goals & audience intake
- Logo & ad creative
- Billing details
- Landing page copy
Otto: 2 items outstanding for 3 days. Drafted a nudge, ready to send.
Launch readiness
Always know exactly what's blocking go-live
No more “are we ready?” guesswork, or clients who feel in the dark. A live readiness score shows what's done and what's blocking launch across every onboarding, and Otto drafts the kickoff brief the moment a client is ready.
- A readiness score per onboarding (explainable, not vibes)
- Every client's status and blockers at a glance
- Otto drafts the kickoff brief automatically
Active onboardings
4 in progressNorthwind Co.
Access in progress
Atlas Studio
Ready for kickoff
Vela Group
Intake stalled
Brightline
Access in progress
How It Works
Onboarding that runs itself
Build your playbook once, send it to every new client, and watch launch readiness fill in. Otto handles the chasing.
Build your playbook
Define the intake, documents, and account access a service needs, just once. AutoStack turns it into a reusable onboarding playbook you run every time.
Send it to every client
The client gets one branded portal (no login required) to complete intake, upload assets, and grant account access. Otto chases whatever's missing.
Watch readiness fill in
A live dashboard shows every onboarding's status and blockers. Otto drafts the kickoff brief the moment a client is launch-ready.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Who it's for
Built for B2B service businesses
If landing a client kicks off a chase for documents and account access, AutoStack is for you. Same engine, configured for your work.
Marketing & ad agencies
Get account access before the kickoff call, not during it.
Stop chasing ad accounts, pixels, and brand files. Collect every login and asset through one branded link, and let Otto chase what's missing.
ExploreWeb design & dev agencies
Stop chasing logins, content, and brand files.
Domain, hosting, CMS, GitHub, copy, and assets, all collected in one secure flow so the build starts on day one, not week three.
ExploreAccounting & bookkeeping firms
Stop being the reminder system.
End the document chase. Conditional intake collects statements, returns, and software access, and Otto sends the specific, automatic nudges so you stop playing project manager.
ExploreMSPs & IT services
Onboard a new client without the credential scavenger hunt.
Collect every login, asset, and network doc through one secure portal, then hand a clean package to your documentation tool. Know exactly when you're ready to go live.
ExploreAlso: law firms, property management, creative & PR studios, insurance, and municipal & provincial government.
Works alongside the tools you already run
AutoStack is the front door, not a replacement. It hands a clean, complete package to your CRM, PM tool, and system of record.
Frequently asked questions
Stop chasing. Start launching.
See how AutoStack turns your client onboarding into one repeatable flow, and let Otto handle the chase.