Your client signed, filled out the form, and gave ad account access (while you grabbed sushi 🍣)
(That’s the idea behind 360Onboard by David De Souza)
You set up a branded onboarding flow and just send one link.
Contracts get signed right in the flow. Files go straight to your Google Drive or Dropbox, with no extra steps. Reminders chase the client for you.
Everything is fully white-labeled to match your agency:
Your logo
Your colors
Your domain
No “powered by” badges
It’s built by the SheetXAI team, and they ship big updates every month. Their changelog is public if you want to see exactly how fast they’re moving.
Built-in E-Signatures, Platform Access, and Full White-Label
E-signatures inside the flow: Drag-and-drop fields, multi-page docs, and signatures from multiple people. No separate signing tool, and no extra fees.
Platform access grants: The Agency tier gives you native OAuth for Google Ads, Analytics, Tag Manager, and Merchant Center. Plus, guided access for Meta, Shopify, HubSpot, Klaviyo, and 20+ more. No more screenshare walkthroughs.
AI flow and contract builder: Just tell it what onboarding flow or contract you want, and the AI builds it out. (Heads up: AI features are free for the first year, then it’s BYOK—Bring Your Own Key).
Who it’s for
The Tired Agency Owner: Onboarding a new client probably still means DocuSign, a Google Form, a Zoom call for ad access, and a week of follow-ups. You just want one link that does most of it.
The Professional Freelancer: You want onboarding to feel organized and branded, without duct-taping a bunch of tools together.
The Fragmented Stack User: You are currently using Leadsie for platform access, but still need entirely different tools for contracts, forms, and payments.
Who it’s NOT for
Budget Shoppers Needing OAuth: Need Leadsie-style platform access? That’s only on the Agency tier ($409 one-time). Starter and Professional don’t have it, so double-check the comparison table before you buy.
High-Volume Agencies on Starter: The Starter plan gives you 3 flows, 5 clients/month, and 5 e-signatures. If you onboard clients often, Starter might feel tight fast.
Specific Platform Users: Some integrations (Microsoft Ads, TikTok, LinkedIn OAuth) aren’t live yet. If those matter to your workflow, ask the founder about the timeline before diving in.
