Client Onboarding for Freelancers
Looking established matters more when you are solo
A client deciding whether to hand over their ad account is reading every signal available. A request page with your logo and your wording reads very differently from a message asking them to add an unfamiliar email as admin.
Full branding is on the entry plan, not reserved for a higher tier.
No password conversation
Plenty of freelancers still end up with a client’s login in a chat thread. It is a liability for both sides and it looks unprofessional.
Scoped, revocable access through the platform’s own flow avoids the conversation entirely.
Grow into it, not out of it
Solo covers one new client a month and Freelancer covers three, which is most freelance rosters. When it stops being enough, unlimited connections are $89/month.
There is no per-client fee on any plan, so a busy month is not a more expensive one.
Client onboarding for freelancers: common questions
At $14.99/month on Solo it is roughly the value of fifteen minutes of billable time. If it removes one onboarding call per client, it pays for itself. The branded request page also does real work in making a solo operation look established.
Yes. Logo, colours, welcome GIF and custom wording are available on every plan, including Solo. Branding is not gated behind a higher tier, which is the case with some alternatives.
Move up a plan: Freelancer at $29/month covers three connections, and Agency at $89/month is unlimited. There is no per-client charge on any plan, so scaling up does not introduce a variable cost.
More ways agencies use ClientInvite: Client onboarding for marketing agencies, Client onboarding for PPC agencies, Client onboarding for SEO agencies.
Look established from the first email
Unlimited client connections on the Agency plan. No credit card to start.
Start For FreeNo card required · Unlimited connections · Cancel anytime
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