The initial launch sequence gets your workspace production-ready in record time. Guided prompts walk you through critical decisions while providing helpful defaults you can adjust later.

You can't break anything

The setup wizard provisions sample data and reversible settings, so you're free to explore without risk.

What the Wizard Covers

  • Brand basics: Name, logo, color palette, and primary contact details.
  • Domain preferences: Choose default subdomains and verify ownership.
  • Lifecycle scaffolding: Select default stages, templates, and success milestones.
  • Sample content: Populate portals with example tasks, documents, and AI prompts for reference.

Guided Launch Flow

  1. Kick Off the Wizard

    Open OnboardFi for the first time and follow the prompts that appear in the Launch Checklist module.

    Establish Brand Identity

    Upload your logo, set typography preferences, and pick colors that will cascade through portals.

    Configure Domains

    Decide on your root domain and subdomain strategy (for example, *.clients.yourbrand.com) and start the verification process.

    Define Lifecycle Stages

    Select recommended stages or customize them to mirror your customer journey from prospect to expansion.

    Preview the Starter Portal

    Review the automatically generated sample portal to understand structure, AI placements, and design options.

    Complete the Tour

    Explore the orientation walkthrough to discover where to invite teammates, manage clients, and connect integrations.

Activation Tips

Momentum matters

Invite at least one teammate during the launch flow so collaboration patterns establish early.

  • Review the auto-generated template to see how tasks, documents, and automations are arranged.
  • Bookmark the onboarding checklist to track remaining setup tasks after the tour ends.
  • Use the sample data to rehearse workflows before inviting real clients.

Next Steps