Most 360Onboard flows are built from a small set of step types. This guide introduces the three you'll reach for most often — Questionnaires, E-Signatures, and Tutorials — so you have a working mental model before you start building. For the full set (including Schedule, Payment, and Platform Access), see Every Step Type in 360Onboard.
The Three Most Common Step Types
1. Questionnaires
Purpose: Collect information from your clients through forms.
Best for: Intake details — business info, brand preferences, project requirements, goals.
How it works: You add fields, the client answers, and every response is saved to your dashboard. A single questionnaire step can mix and match any of these field types:
- Short text — one-line answers (name, company, website).
- Email — validates the input is a real email.
- Number — numeric answers (team size, budget); pairs nicely with dynamic-priced payment steps.
- Long text — multi-line paragraphs (brand stories, descriptions).
- Date — a calendar picker.
- Dropdown — single-select from a list you predefine.
- File upload — let the client attach logos, brand guidelines, PDFs.
- Color — a visual color picker (great for brand colors so you don't chase a hex).
- Info block — read-only text the client just reads.
- Table — read-only data grid (handy for showing a pricing matrix).
- Matrix — a grid of related questions sharing the same answer options (yes/no, scale).
Questions can be required or optional, and you can reorder them freely.
2. E-Signatures
Purpose: Get documents legally signed.
Best for: Service agreements, contracts, terms, NDAs — anything that needs a signature.
How it works: Upload your contract (or let the AI generate one for you), then drag signature, initials, name, date, email, company, title, custom-text, or checkbox fields onto the document exactly where you want them. There's also a Dynamic content field that auto-fills with answers from earlier questionnaire steps — so if you asked for the company name in step 2, it appears on the contract automatically.
Clients can either draw or type their signature, and signed documents save to your dashboard automatically. Hit Preview at any time to see exactly what the client will see.
Pro Tip: AI-generated contracts are a starting point, not legal advice. Have your own counsel review any contract before sending it to real clients.
3. Tutorials
Purpose: Teach the client how to do something without leaving the flow.
Best for: Granting account access, finding an API key, installing a snippet — anything where instructions matter more than form fields.
How it works: Inside a tutorial you can mix any of these blocks: text, video (embed a URL or upload your own), image, GIF, an inline Answer field (so the client can paste an API key right there), titles, descriptions, and numbered Steps lists.
Pre-written tutorial templates exist for the most common agency tasks — granting Google Ads access, GoDaddy access, social platforms, and more — so you don't have to write the instructions from scratch.
Pro Tip: If you only need a tutorial to capture one pasted value (like an API key), use the inline Answer block instead of adding a separate questionnaire step. It's a smoother experience for the client.
Using Step Types Together
The power of 360Onboard comes from combining steps. A few common shapes:
Marketing Agency Onboarding
- Questionnaire — brand info and goals
- E-Signature — service agreement
- Tutorial — grant access to Google Ads and social accounts
Web Design Client
- Questionnaire — website requirements
- Tutorial — grant access to domain registrar and hosting
- E-Signature — project contract
Content Creation Service
- Questionnaire — brand voice and content preferences
- E-Signature — content license agreement
- Tutorial — grant access to posting platforms
Sequencing Tips
A solid default order:
- Start with questionnaires so you understand the client's needs.
- Use tutorials to walk them through any setup.
- End with e-signatures once everything is clear.
You can arrange steps in whatever order makes sense for your business — this is just a starting point.
What Clients Experience
From the client's side: they receive a personalized link, work through each step in order, see their progress at the top of the screen, and finish on a thank-you page (or your redirect URL). They can also pause and resume — there's a built-in Save and continue later option that emails them a resume link.
Beyond the Big Three
For Schedule, Payment, and Platform Access steps — the rest of what 360Onboard offers — see Every Step Type in 360Onboard. Once you know all six, you can build full onboardings (intake, contract, payment, booking, account access) inside a single flow.
What's Next?
- Full step-type reference — Every Step Type in 360Onboard
- Skip manual building and let AI scaffold the whole thing — Build an Onboarding Flow with AI
- Make your flow match your brand — Design Your Onboarding Flow
- Send a pre-filled link to a specific client — Generating Personalized Client Links