White-Label Onboarding That Actually Gets Your Clients Set Up Right

Because the sale isn’t the finish line—it’s the starting line.

You just closed a deal. Now what?

Your client’s excited, but how do you make sure they’re fully set up, confident, and ready to use what they just bought?

If you’ve ever tried onboarding yourself, you know it’s a pain:

Waiting for them to find their domain login… forgetting their Facebook password… not knowing what a DNS record even is.

That’s where Extendly comes in.

Just send them over our way and we will make sure all the tech stuff is set up for your customers and they are fully trained on how to use your system!

“Their onboarding process is top tier”

“Extendly is awesome! Their onboarding process is top tier. Carolina was awesome during the experience. She was very knowledgeable and addressed all of our questions with ease. I'm excited to use their service.”

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Sonya Moore

Extendly Customer

Why Agencies Choose Extendly’s White-Label Onboarding:

Our Signature 2-Call System

One call for tech setup, one call for training. Simple, effective, and easy to digest for new users.

Kind, Knowledgeable, and Professional Team

Our agents are trained to represent your brand with warmth and clarity, on camera and off.

You Can Join the Call (But You Probably Won’t Need To)

Most agency owners choose not to join onboarding calls, because they know their clients are in good hands.

How It Works

STEP 1

Your client signs up through your funnel

They purchase your SaaS offer like normal—no changes needed on your end.

STEP 2

The next page is our onboarding form

Branded to your business, the form collects all the key info we need to get started (business name, domains, niche, etc.).

STEP 3

They schedule two calls

Tech Setup Call: We handle everything technical—A2P registration, domain configuration, social media connections, number purchasing, chat widget setup, and more.

Training Call: We walk them through how to actually use the system in their day-to-day. It’s not just setup—it’s confidence.

STEP 4

You get all the credit

Branded to your business, the form collects all the key info we need to get started (business name, domains, niche, etc.).

“Answered all my questions with confidence”

“Just finished my onboarding with Carolina and Valentina and they were fantastic!! Very thorough and answered all my questions with confidence. I'm looking forward to my next session tomorrow.

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Neater Heat Ltd

Extendly Customer

What’s Included in White-Labeled Onboarding by Extendly

01 The Ultimate Done-For-You Onboarding Snapshot

Includes our Onboarding Form so your clients can give us the details we need to onboard them effectively

Comes with a 7-Day After-Purchase Email Sequence that walks clients through key features, one day at a time

Includes a 30/60/90-Day Check-In Sequence (email + SMS) to help you stay in touch and ensure long-term client success

02 Customized Onboarding SOP for Your Agency

We’ll create a step-by-step onboarding SOP that maps out exactly how your clients should be onboarded including any custom preferences specific to your agency. Our onboardings are customized to your agency, no cookie-cutter scripts.

03 Mock Onboarding Call (Optional)

Experience the full onboarding process as your clients would—before sending them our way.

04 Two 1-on-1 Zoom Calls

Tech Setup Call (1 Hour): We’ll get all the tech stuff set up including A2P, domains, custom email domain, webchat widget, social media integration, custom value set up, and more. 

Training Call (1 Hour): This is where we roll up our sleeves and show your clients how to actually use the system in real life. No tech overload, just the daily tools, habits, and features they need to know. Plus, we tailor it to your agency’s setup so everything makes sense.

05 All Zoom Calls Recorded

Every call is recorded and sent to both your client and you, so they can revisit it anytime, and you can keep tabs without having to be on the call.

06 Group Onboarding Calls for Snapshot Set Up

Need help getting any of the snapshots set up?
We got you covered, at your own pace book an onboarding call with our team to get your snapshot set up

07 Post-Onboarding Summary + Recording

Includes a full recap and links to their recordings for future reference.

“Blown away by the experience”

Blown away by the experience so far and glad I opted for the full package. Still going through onboarding and setup and Carolina has been amazing to work with. Very professional, super thorough and a pleasure to deal with.

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Daniel Cadden

Extendly Customer

White-Label Onboarding Pricing

Starter Pack

$745

$149

Cost per Onboarding

What’s Included

5 Onboardings

Growth Pack

$1,299

$125

Cost per Onboarding

What’s Included

10 Onboardings

Agency Pack

$2,475

$99

Cost per Onboarding

What’s Included

25 Onboardings

What Happens After You Sign Up

Here’s exactly how we get started:

STEP 1

Fill Out a Brief Form

Tell us about your agency so we can tailor onboarding to your systems, branding, and offers.

STEP 2

Schedule an SOP-Building Call

Meet with our onboarding team to:

  • Build a custom onboarding SOP

  • Install the onboarding snapshot into your account

  • Align on how you want your clients to be onboarded

STEP 3

Mock Onboarding Call

We’ll walk you through the full onboarding process so you know exactly what your clients will experience.

“Highly recommend for anyone”

Usama was incredible at solving the issue I had. Extendly overall is incredibly professional and prompt when it comes to addressing the issues of agency owners and subaccounts. Highly recommend for anyone looking for 3rd party support and onboarding!

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Mauricio A. Suarez

Extendly Customer

Struggling with your pitch, offer or customer acquisition?

SaaS Sales & Strategy Coaching

  • 2x per week LIVE coaching calls to perfect your pitch, strategy, & offer

  • Video trainings on prospecting, sales strategies, and SaaS business operations

  • Learn our one-call close model to close deals on the first call

  • Customer satisfaction increases significantly

  • Enabled agency to grow faster with happier members.

Got questions? We’ve got answers!

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