Assembly Client Portal Branding and Onboarding Setup (Onboarding)

Assembly Client Portal Branding and Onboarding Setup (Onboarding)

1. 01

   Log in to Assembly and navigate to Settings > Branding.

   Upload your agency logo, set brand colors, and configure the custom domain (available on Professional and Advanced plans).

2. 02

   Configure your client portal's custom email domain.

   In Settings > Email, add your domain to ensure all client communications come from your agency's address, reinforcing the white-label experience.

3. 03

   Create an onboarding workflow template.

   Go to Workflows > New Workflow, then add steps for intake forms, contract signing, and payment collection. Use the automation builder to trigger these steps sequentially.

4. 04

   Set up your invoicing templates.

   In Invoicing > Templates, create a branded invoice template with your logo and payment terms. Attach it to the onboarding workflow so invoices are generated automatically.

5. 05

   Build a contract template with eSignature fields.

   In Contracts > Templates, draft your engagement letter and add signature fields. Link it to the workflow so clients sign before onboarding proceeds.

6. 06

   Create a file-sharing folder structure.

   In Files > Folders, set up client-specific folders (e.g., 'Deliverables', 'Brand Assets') and assign them to the workflow for automatic creation per client.

7. 07

   Integrate with Zapier or Make.

   In Settings > Integrations, connect your CRM or project management tool. Map the onboarding workflow to trigger external actions, such as creating a project or sending a Slack notification.

8. 08

   Test the workflow with a friendly client.

   Invite a test client, run through the entire onboarding sequence, and verify that branding, emails, invoices, contracts, and file folders all appear correctly.