Client Experience Platform

Guide clients with precision.

Replace messy email threads and PDF checklists with a crafted, interactive workflow that feels native to your brand. One HTML file. No logins. No friction.

1
Welcome & Setup
Configure your new account
Complete profile information
Upload brand assets
Action Required
2
Requirements
Define project goals and timeline
66% complete
3
Go Live
Launch your new workflow
Ready
01 / Capabilities

Designed for clarity.

We stripped away the noise so you can focus on building processes that your clients will actually follow.

Send to Client
Export a self-contained HTML file with your branding and modules baked in. No accounts, no installs. It just works.
Interactive Steps
Numbered steps with titles, tags, and "Next Up" psychology guide clients forward one task at a time.
Bespoke Branding
Your typography, colors, and logo. A seamless extension of your firm's identity in every flow you deliver.
Rich Modules
Text, checklists, images, documents, videos, links, notes, and dividers. Everything a client journey needs.
Live Preview
Toggle between Edit and Preview to see exactly what your client sees. True WYSIWYG, no guessing.
Zero-Code Architecture
Standalone HTML files. Host anywhere, embed, or email directly. No vendor lock-in, ever.
02 / Process

The Architecture

1

Draft

Use the tactile block editor to lay out your process. Add steps, drop in modules, rearrange with drag-and-drop. Use a template or start from scratch.

2

Refine

Dial in the aesthetics through the settings panel. Adjust colors, fonts, logo, card styles, and progress bar to match any brand in minutes.

3

Ship

Hit "Send to Client" and get a single HTML file. Attach it, host it, or share a link. Your client opens it and starts immediately.

03 / Applications

Built for teams who guide people through processes

Agencies
Client Onboarding
Walk new clients through requirements gathering, account setup, and kickoff in a branded, self-contained experience they can reference anytime.
Operations
Standard Operating Procedures
Turn internal SOPs into interactive step-by-step guides with checklists and media. More engaging than a PDF, simpler than a wiki.
HR & Training
Employee Training
Build training modules with embedded videos, documents, and knowledge checks. Track progress with visual completion indicators.
Events
Event & Project Planning
Coordinate speakers, vendors, and timelines in a shared flow. Everyone sees the same steps, tags, and deadlines.
04 / Plans

Start free. Scale when ready.

Workspace

Everything you need to craft elegant processes.

  • Tactile visual editor
  • Unlimited steps & modules
  • Custom typography & colors
  • Self-contained HTML export
  • Local JSON backups
Open Free Workspace

Custom

For teams requiring bespoke flows built to spec.

  • Fully branded to your identity
  • Custom content & structure
  • White-label ready
  • Revision rounds included
  • Dedicated support
Get in Touch
05 / Questions

Frequently asked

Everything you need to know before getting started.

FlowBuilder is a visual editor that lets you create interactive, step-by-step workflows. Think of it as a drag-and-drop builder for guided processes — onboarding flows, SOPs, training modules, and more. Everything exports as a single HTML file that works anywhere, no logins or installs needed.

Yes. The Workspace plan gives you the full editor with unlimited steps, modules, branding options, and HTML export at no cost. The Custom plan is for teams who want us to build bespoke, fully branded flows on their behalf.

Not at all. The editor is entirely visual — you add steps, drop in content modules, rearrange with drag-and-drop, and style everything through a settings panel. The result is a clean HTML file, but you never have to touch code.

Hit "Send to Client" and you get a self-contained HTML file. You can attach it to an email, host it on your own website, or share it through any file-sharing service. Your client opens it in any browser — no accounts, no apps, no friction.

We design and build your flow from scratch — matching your brand identity, content structure, and specific requirements. You get a polished, white-label-ready deliverable with revision rounds and dedicated support included. Ideal for teams who want a professional result without the time investment.

Absolutely. Since every flow is a standalone HTML file, you can host it anywhere — your own server, Netlify, GitHub Pages, Vercel, or any static hosting service. No vendor lock-in, no dependencies.

Turnaround depends on the complexity and scope of your project. Most standard custom flows are delivered within a few business days. Reach out and we'll give you a clear timeline based on your requirements.

The editor supports text blocks, checklists, images, document links, embedded videos, external links, notes, and visual dividers. You can combine these modules freely within each step to create rich, engaging client experiences. Flows are saved as JSON and exported as HTML.

Turn processes into guided client journeys. Built for teams who value clarity, simplicity, and beautiful execution.

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