Turn every new client into a ready-to-work project

Create a guided onboarding experience that collects project details, gathers client information, requests access, books kickoff meetings, and keeps every onboarding organized from one shareable link.

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Trusted by agencies relying on everyday

WHY Sensory OS

Client onboarding shouldn't feel like project management.

Too many tools, too many steps, and too much back - and - forth. It slows your team down and creates a frustrating experience for your clients.

Collect information

Client details

Business info

Project scope

Share & collaborate

Share files

Comments

Approvals

Automate & assign

Auto reminders

Task assignments

Due dates

Onboarding flow

Welcome

Send a warm welcome and set expectations.

Questionnaire

Collect key information from your client

Grant access

Request the access you need to get started

Book a call

Schedule an intro call and align on goals.

Integrations

Google calendar

Slack

Google drive

Notifications

Email alerts

In-app updates

Custom reminders

Scattered communication

Information is spread across emails, chats, and multiple tools - nothing stays in

Manual follow-ups

Your team spends more time chasing updates and reminders than doing actual work.

Incomplete information

Projects kick off with missing details, unclear requirements, and delayed access.

No visibility

It’s hard to know where each client stands or what’s still pending.

CORE FEATURES

The complete platform to onboard every client.

How it works

Client onboarding that runs itself.

Agency

Business name

Contact name

Phone

Create project

Create Project

Your client completes a guided intake form and uploads everything you need.

Brand assets

Contact details

Project goals

Target audience

Business information

Budget & timeline

Additional notes

Upload logo

logo.png

2.2 MB

Collect client brief

Your client completes a guided intake form and uploads everything you need.

Client intake

Brand assets

Goals & offer

Audience insights

Tracking setup

Creative

Ad copy

Landing page

Ready to launch

Everything is in place - your team can launch high-performing ads and drive real results.

Lens features

See every ad account in one place

Connect your Meta ad accounts and get a clear view of spend, cost per lead and more - all inside one lens.

Learn more

Works with the tools you already use.

Connect your agency's existing stack without changing how your team works.

Others vs Sensory OS

One platform instead of five disconnected tools.

Everything from onboarding to delivery lives in one connected workspace, so your team spends less time switching tools and more time serving clients.

Client onboarding

Intake forms & questionnaires

Appointment scheduling

Client document collection

Contracts & signatures

Project timeline & status

Team visibility

Client progress tracking

CRM synchronization

Integrations

Sensory OS

Traditional Workflow

Testimonials

See for yourself what all the talk is about

“Funnel let me do two things. I could pull my engineers off funnel builds entirely, and my strategists finally owned ROAS end-to-end. What used to take a quarter now ships in a week.”