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Free Setup Guide Generator

Create a structured client onboarding setup guide with step-by-step tasks, resource links, and a shareable progress tracker

SSL encryptedShareable progress linkClient completion trackingNo credit card

Fill in your setup guide details

Minimum required: client name, product name, and at least 3 steps. Use a template to get started in seconds.

Client details

Client name *

Client email *

Product / service

Product or service being set up *

Step template

Target completion date (optional)

Your title / role (optional)

Guide description (optional)

Onboarding steps (minimum 3 required)

Step 1

Step title *

Instructions (optional)

Resource link (optional)

Link label (optional)

Required step

Step 2

Step title *

Instructions (optional)

Resource link (optional)

Link label (optional)

Required step

Step 3

Step title *

Instructions (optional)

Resource link (optional)

Link label (optional)

Required step

Step 4

Step title *

Instructions (optional)

Resource link (optional)

Link label (optional)

Required step

Step 5

Step title *

Instructions (optional)

Resource link (optional)

Link label (optional)

Required step

Step 6

Step title *

Instructions (optional)

Resource link (optional)

Link label (optional)

Required step