Let’s face it, running an agency can feel like juggling a million tasks at once. Between onboarding new clients, managing team workflows, and delivering results, it’s easy to feel overwhelmed. But what if you had a tool that could simplify your processes, keep everything organized, and help you scale effortlessly?

That’s where Formaloo comes in. It’s more than just software, it’s your secret weapon for turning chaos into clarity. Whether you’re onboarding a new client, managing complex campaigns, or just trying to get everyone on the same page, Agency OS has your back.

Here’s your step-by-step guide to getting started and making the most out of Formaloo’s Agency OS.

Step 1: Get Started with Agency OS

The first thing you’ll notice when you open Formaloo is how easy it is to get started. The platform is designed to work for you, not the other way around. Also, it’s completely no code and very intuitive.

When you sign up, you’ll get access to an all-in-one workspace where you can:

• Keep all your client data, projects, and workflows in one place.
• Set up customized, branded workspaces for each of your clients.
• Create forms, dashboards, and tools that actually make your life easier.

Upon signing up, you’ll be able to set up your workspace. Including being able to already incorporate your team members. 

Another benefit you’re getting with Formaloo is access management on all data. You can assign roles to users and grant either role-based or individual access. 

Step 2: Create 100% branded workspaces for your clients

First impressions are everything. When you onboard a new client, their initial experience with your agency sets the tone for your entire relationship. It’s not just about delivering great work—it’s about building trust and showing your professionalism from day one.

With Formaloo, you can create 100% white-labeled workspaces for every client, transforming their onboarding experience into something seamless, personalized, and memorable.

Explore agency client portal templates

This is a free template for client portal. It helps you deliver exceptional customer service with ease and efficiency.

Why branded workspaces are important

Think about this: when your clients log in to a platform and see their own logo, colors, and branding, they immediately feel like they belong. It’s a subtle yet powerful way to show that you’re invested in their success.

With branded workspaces you:

• Build trust and confidence: Your clients see you’ve gone the extra mile to make their experience special.
• Enhance professionalism: Every interaction feels polished and tailored, reinforcing your agency’s credibility.
• Simplify collaboration: A dedicated, branded space keeps everything organized, eliminating confusion and creating a single source of truth for your projects.

In short, branded workspaces make clients feel like they’re not just another account—they’re a valued partner.

What you can customize with Formaloo

With Formaloo, your brand is front and center—and you’re in full control. Here’s what you can personalize:

1. Domain: Use your own custom domain for a professional touch. Instead of sending clients to a generic link, direct them to something like workspace.youragency.com.
2. Logo and colors: Match the workspace to your client’s brand identity or your agency’s branding, giving it a consistent, cohesive look.
3. Custom CSS: For advanced users, Formaloo allows you to fine-tune every detail with custom CSS. Modify layouts, buttons, fonts, and more to match your unique style.
4. Forms and dashboards: Even the forms your clients fill out can carry your branding, making every interaction feel unified.

Step 3: Automate the routine processes

Onboarding doesn’t have to be a time-sink. In fact, with Formaloo, you can automate the entire process while still delivering a personal touch.

Here’s what you can do:

• Gather client details: Create dynamic forms that collect everything you need, from business goals to campaign preferences.
• Automate approvals: Use Formaloo’s workflows to handle contract signing, document approvals, and kick-off processes—no back-and-forth emails required.
• Save and track progress: Formaloo’s “save and continue later” feature lets clients fill out forms at their own pace without losing data.

Pro tip: Add a friendly welcome message and helpful hints to your forms. Clients will appreciate the thoughtfulness!

Step 4: Manage projects like a pro

We know how quickly agency projects can get messy. Deadlines, deliverables, and client feedback can pile up fast. Luckily, Formaloo’s Agency OS is built to keep you in control.

Here’s how to make it work for you:

• Assign tasks and set deadlines: Keep your team organized with clear assignments and priorities.
• Track progress in real-time: Use dashboards to monitor every project at a glance.
• Share updates effortlessly: Generate client-friendly reports that show them exactly what you’re working on.

Free project tracking and task management template

Designed for marketing, design, and other creative teams, this template helps you stay organized, boost collaboration, and keep your projects on track from start to finish.

With everything in one place, you’ll spend less time searching for updates and more time doing what you do best: delivering results.

Step 5: Reuse and scale with ready-made templates

If you’re tired of starting from scratch every time you onboard a new client, this step will change your life. Formaloo lets you save time (and sanity) with reusable and fully customizable templates for your most common workflows.

Think of the possibilities:

• A lead generation form that’s already optimized for conversion.
• A campaign reporting dashboard you can use with every client.
• A project management template that keeps your team running like a well-oiled machine.

Bonus: These templates are fully customizable, so you can tweak them to fit each client perfectly.

Your success starts here

Formaloo isn’t just software—it’s the support system every agency needs. Whether you’re a small team or a growing agency, Agency OS adapts to your needs, scales with your business, and helps you focus on what really matters: building strong client relationships and delivering amazing results.

So, are you ready to simplify your operations, impress your clients, and scale your agency? Check out Formaloo’s Agency OS and take the first step toward a smarter, more streamlined future.