The product
Everything between
“yes” and go-live.
One engine, configured per service. AutoStack collects intake, assets, and account access through a branded portal, chases what's missing with Otto, and scores launch readiness, then hands a clean package to the tools you already run.
The lifecycle
One repeatable flow, every client
13 modules
The onboarding engine
Built once, shared across every vertical. The highlighted modules (access, assets, playbooks, readiness, and Otto) are the part nobody else does well.
Client Portal
A clean, branded portal where your client completes intake, uploads assets, grants access, and approves work. No accounts, no passwords, just one link. Clients see only what's theirs; your team sees everything.
Intake Forms
Dynamic forms that adapt to the service and the answers, asking only what's relevant. Responses flow into the kickoff brief and auto-generate the internal tasks they trigger. No more re-keying a questionnaire into five tools.
Asset Collection
DifferentiatorLogos, brand guides, creative, statements, contracts, and drawings, all collected in one vault and tagged automatically. Otto checks each upload is the right type and flags what's still missing, so nothing arrives wrong or late.
Access Manager
DifferentiatorThe differentiator. Send one link to grant access to ad accounts, analytics, CMS, software, or admin, without password emails. Every request is tracked as real state: requested, granted, verified, or wrong-level. The thing no portal or form tool does.
Playbook Builder
DifferentiatorDefine the steps, owners, dependencies, conditional logic, and milestones for a service, just once. Every new client is instantiated from a versioned playbook, so you stop rebuilding onboarding from memory every single time.
Agreement Sending
Upload your existing agreement, send it for signature, and track viewed/signed status. A required document can gate portal progress, so onboarding can't run ahead of the paperwork. AutoStack sends and stores; it doesn't author legal docs.
Internal Tasking
When intake lands or access is granted, the right internal tasks are created with owners, due dates, and dependencies. Your team's view stays separate from the client's, so they never see the messy middle.
Reminder Engine
Stop being the reminder system. AutoStack chases missing items automatically: specific ("we still need your ad-account access and the brand guide"), escalating, and silenced the moment the item arrives. Never send another "just following up" email.
Launch Readiness
DifferentiatorEvery onboarding gets a readiness score that's auditable, not vibes: exactly which prerequisites are met and which are blocking launch. Kickoff unlocks only when the minimum is hit, so you never start half-ready.
Kickoff Orchestration
When readiness hits the bar, AutoStack assembles the kickoff: calendar links, agenda, and a pre-read. Otto drafts the brief from the intake so the team walks in already knowing the client.
Dashboard & Analytics
See all active onboardings at once: status, days since signature, what's blocking each, and where the bottlenecks are. Operators get the pipeline view, not just per-client detail.
Integrations
AutoStack is the front door, not a replacement. Sync with your CRM, PM tool, calendar, e-sign, and messaging, then hand a clean, complete package to whatever system of record you already use.
Otto · AI Coordinator
DifferentiatorOtto reads each onboarding: checks intake for completeness, drafts the follow-ups, summarizes everything into a kickoff brief, and flags what's blocking launch. Assistive and reviewable. Otto recommends, your team decides. Never autonomous.
Client onboarding platform, answered
See it on your onboarding
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