How to Onboard Clients with Rella
Onboarding new clients can often feel overwhelming, with multiple emails, scattered files, and back-and-forth communication. Instead of relying on Google Drive, email chains, and different platforms for approvals, Rella provides a streamlined way to onboard and manage your clients—all in one place.
In this guide, I’ll show you exactly how to use Rella to simplify and automate your client onboarding process.
Step 1: Create a Social Space for Client Onboarding
To keep your onboarding workflow organized, start by creating a dedicated Social Space in Rella specifically for onboarding. This will be the central hub where you store all relevant client materials, collect assets, and ensure a smooth transition into ongoing project management.
Once your Social Space is set up, create separate projects for each client. This way, every client has their own space for onboarding, making it easy to keep track of their branding, assets, and communication.
Step 2: Customize Your Workflow with Statuses
Every client onboarding process is different, so you can customize your statuses to fit your agency’s workflow. Some example statuses might include:
✅ Start Here – An introductory section with key agency information
✅ Branding Guidelines – A place to collect brand assets, logos, fonts, and colors
✅ Contract – Store signed agreements and important documentation
✅ Collect Assets – A space to request and organize content from the client
✅ Closed – Marked when the onboarding process is complete
These statuses help keep everything structured, ensuring that no step gets overlooked in the onboarding process.
Step 3: Store & Organize Key Client Materials
Each post inside a client’s project can serve as a storage hub for their key assets. For example, in the Branding Guidelines section, you can:
✔ Upload logos, brand colors, fonts, and style guides
✔ Store contracts and agreements
✔ Add tasks for internal teams, such as requesting missing assets
✔ Assign team members responsible for specific parts of onboarding
By keeping all branding materials in one place, you eliminate the need for multiple email threads and scattered file storage.
Step 4: Collect Client Assets & Feedback Seamlessly
Instead of asking clients to send files via email or cloud storage, Rella allows them to upload assets directly. Here’s how:
📌 Click Share, set access to Assets, and copy the link.
📌 Send the link to your client, and they can upload files directly from their device.
📌 They can also leave comments or feedback directly in Rella.
📌 If they comment, you’ll get notified instantly—so no updates get missed.
This eliminates unnecessary back-and-forth and ensures that all branding materials, assets, and client feedback stay organized in one location.
Step 5: Share the Entire Onboarding Project with Clients
Instead of sending individual files and links, you can share the entire onboarding project with your client:
📌 Click Share on the client’s project.
📌 Select all relevant posts to include.
📌 Clients will receive a single link where they can access everything they need—brand guidelines, contracts, and onboarding materials.
With this method, clients can click into every post, read through all materials, and access key documents without needing an account or multiple logins.
Step 6: Move Seamlessly from Onboarding to Content Planning
Once onboarding is complete, you can transition directly into content planning and scheduling inside Rella—without switching tools. Now that all client assets are stored in Rella, you can:
✔ Plan content calendars and schedule posts in advance
✔ Assign tasks to your team for content creation
✔ Send approval links for content without additional logins
✔ Keep all communication in one place to streamline workflows
Final Thoughts: Why Use Rella for Client Onboarding?
📌 All-in-one platform – Store client assets, branding, contracts, and approvals in one place.
📌 No extra logins needed – Clients can upload assets and leave feedback without creating an account.
📌 Automated organization – Easily track what’s been completed and what’s still needed.
📌 Smooth transition – Go from onboarding to content planning seamlessly without switching tools.
Instead of wasting time tracking client emails and organizing scattered files, use Rella to make onboarding fast, efficient, and stress-free.
