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.
Works alongside your PM tool.
New client · Onboarding
Web & dev · Day 3
- Agreement signed
- Intake completed
- copy uploaded
- domain registrar access
- Kickoff scheduled
Otto: Waiting on domain registrar. Drafted a reminder, ready to send.
The chase
Where web & dev onboarding actually stalls
- The build stalls waiting on domain, hosting, or DNS access.
- Copy and images trickle in, so pages can't be finished.
- CMS and GitHub access takes a week of back-and-forth.
Your onboarding
Everything you chase, in one flow
Documents & assets
copy, images, brand assets, references
Account access
domain registrar, hosting/cPanel, DNS, CMS, GitHub
Ready when
staging ready, content in, access granted
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Web & dev client onboarding, answered
Web design and development client onboarding is how an agency gets everything needed to start the build: domain, hosting and DNS, CMS and GitHub access, plus copy and brand assets. AutoStack collects the credentials and the content through one secure flow, and Otto chases what's missing, so staging is ready on day one instead of week three.
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.
Onboard your next web & dev client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.