Synerdeck

Be honest with me.

After a client signs… what actually happens?

For a lot of service businesses I’ve talked to, it’s some mix of:

• a Notion checklist nobody updates

• a Drive folder named Client_Final_FINAL_v3

• “can you resend that file?” on WhatsApp

• a form they filled out once… then silence

And then the owner has zero idea who’s stuck until a kickoff slips.

Here’s my hot take:

Winning the deal is not the hard part. Looking competent in the first 14 days is.

Clients don’t remember your proposal deck.
They remember whether onboarding felt calm… or like a scavenger hunt.

I’m building Synerdeck because of this mess — branded magic-link portals, templates, progress, docs, reminders (clients don’t create an account).

But I’m not posting to pitch.

I want the ugly truth from people who sell services:

What’s the most chaotic client onboarding moment you’ve lived through?

Drop the story. Even if it’s embarrassing. Especially if it’s embarrassing.

I’ll go first in the comments if this gets going.

→ https://www.synerdeck.com (only if useful — Free to try)

Quick positioning panic. Need your brain.

I built Synerdeck for this moment:

Client signs → then the scavenger hunt starts.

Email. WhatsApp. Drive folders. Notion checklists. “Did you get my file?”
Zero visibility into who’s stuck.

So the product is: branded magic-link portals + templates + docs/progress/reminders.
Clients don’t create an account. Agencies stop chasing.

Here’s the scary part:

When I call it “client onboarding software”, people nod…
but almost nobody seems to search for that.

They search for:

• forms

• CRMs

• client portals

• “HoneyBook alternative”

• or they just… suffer in silence and never Google it

So I’m stuck between:

1. Keep calling it client onboarding (accurate, quiet)
2. Call it a client portal (broader, more competition)
3. Position against forms (“Typeform is not onboarding”)
4. Something else entirely

If you sell services — what do you call this mess in your head?

Not what a marketer would call it.
What you actually say when you’re annoyed:

“I need to fix our ___.”

Fill in the blank. Roast my naming. Steal my category. Whatever.

→ https://www.synerdeck.com if you want context before you destroy me

Like many founders, I didn't build Synerdeck because I wanted another SaaS. I built it because I kept seeing the same frustrating problem.

Every agency seemed to onboard clients through a mix of emails, WhatsApp, Google Drive, Slack, and spreadsheets. Clients didn't know where to upload files, businesses kept sending reminder messages, and projects often started with unnecessary chaos.

I looked for a tool focused purely on onboarding, but most products were either full project management suites or CRMs with onboarding as an afterthought.

So I decided to build something simpler.

Synerdeck gives agencies and service businesses a branded client portal where they can collect files, share tasks, track progress, and onboard every client through the same structured workflow.

It's my first SaaS, and I'm building it in public while working toward the first 100 users. There's still a lot to improve, but shipping, listening to feedback, and iterating feels better than waiting for perfection.

If you've ever dealt with messy client onboarding, I'd genuinely love to hear how you handle it and what you'd improve.