Cobbleflow

Client onboarding that lays itself out

Build a flow, send one link. Your clients sign, pay, upload files, hand over access, and book — then keep a permanent home base to return to. You watch it all from one dashboard.

Start for freeSee how it works →
Contract
Payment
Intake form
Booking

Trusted by coaches, freelancers, and agencies

Right now, onboarding a new client looks like this

BEFORE

  • DocuSign email
  • Stripe payment link DM'd
  • Google Form
  • Calendly link
  • Notion portal
  • Chasing files over email
  • Collecting passwords insecurely
  • ...and a follow-up email chasing each step

WITH COBBLEFLOW

Contract
Payment
Intake form
Booking

One link. Client walks the path. Done.

Lay the path once. Walk every client through it.

1

Build your flow

Drag your steps into a path — contract, payment, form, call, whatever your process needs.

2

Send one link

Your client gets a clean, branded page that guides them through each stone — no scattered tools.

3

Watch them arrive

Your dashboard shows every client's progress in real time — who's stuck, who's done. And every client keeps a permanent home base to return to.

NO BLANK CANVAS

Start from a template, not a blank page

Ready-made flows for how you already work. Pick one, tweak it, send it — set up in minutes.

Coaching

Welcome, goals intake, agreement, payment, and booking your first session.

Agency

Welcome, service agreement, deposit, brand assets, and access handoff.

Freelance

Welcome, agreement, deposit, project brief, and a kickoff call.

Consulting

Welcome, discovery questionnaire, agreement, retainer, and a strategy call.

Everything on the path

Drag-and-drop builder

Assemble your onboarding flow in minutes. Add, remove, and reorder steps without touching any code.

E-signatures built in

Send contracts and collect legally binding signatures directly inside the flow. No DocuSign required.

Payments to your account

Collect plans and deposits as part of the flow. Money lands straight in your own connected Stripe account.

File & asset collection

Have clients upload logos, brand assets, or any file you need — no more chasing attachments over email.

Secure access handoff

Collect logins and credentials safely. Encrypted at rest, never shown back to the client once submitted.

Calendar booking

Let clients book their kickoff call as a step in the flow. Connects with your existing scheduling tool.

Custom intake forms
Welcome videos
A permanent client hub
Ready-made templates

THE CLIENT HUB

The path doesn't end. It becomes their home base.

Once onboarding's done, the same link keeps working — a branded hub where your client can always find their signed contract, payment, uploaded files, and answers. No more building a Notion portal by hand for every new client.

Contract
Signed
Deposit
Paid
Brand files
3 uploaded
Kickoff call
Booked

Simple, transparent pricing

Payments flow straight into your own connected Stripe account — no cut, no middleman.

Solo

$49/month
  • 1 onboarding flow
  • Unlimited clients
  • E-signatures, payments, forms, booking
  • Live dashboard
  • Email support
Start free trial
Most popular

Pro

$99/month
  • Unlimited flows
  • Unlimited clients
  • Everything in Solo
  • Team members
  • Reminder approval queue
  • Priority support
Start free trial

14-day free trial. No credit card required.