Digital Business Card

Digital Business Cards for Client Onboarding

Give new clients everything they need in one tap

First impressions set the tone for the entire client relationship. A digital business card simplifies onboarding by giving new clients instant access to their account team's contact info, support resources, and key links all in one place.

The Scenario

You've just signed a new client and need to introduce them to their account manager, support team, and key resources without overwhelming them with emails.

The Problem

New clients receive a flood of introductory emails with scattered contact details and resource links, leading to confusion and a poor first experience.

The Solution

A digital business card serves as a single, always-updated hub for all client-facing contacts, support channels, and onboarding resources.

Why Digital Cards for Client Onboarding

Instant Sharing

Share via QR code, NFC tap, or link - no app needed for recipients.

Always Current

Update your info once, everyone sees the latest version.

Track Engagement

Know who viewed your card and when.

Professional Image

Stand out with beautiful, modern card designs.

How to Get Started

1
Create team digital cards for each client-facing role
2
Include links to support portal, knowledge base, and scheduling tools
3
Share cards during the kickoff call or welcome email
4
Update card details as team assignments change without re-sending

Expected Results

Reduce onboarding confusion with a single point of contact reference
Improve client satisfaction scores during the first 90 days
Eliminate outdated contact info with real-time card updates

Features That Make It Work

8+ Professional Templates

Choose from beautifully designed templates

QR Code Sharing

Share instantly with any smartphone

NFC Tap to Share

Tap phones to share your card

Apple & Google Wallet

Add your card to mobile wallets

Analytics Dashboard

Track views and engagement

Custom Branding

Match your brand colors and style

Frequently Asked Questions

Do recipients need the app?

No! Your card opens in any web browser. Recipients don't need to download anything.

Can I update my card after sharing?

Yes! Updates are instant. Change your info anytime and everyone sees the new version.

Is there a free plan?

Yes! Create 1 free digital card with basic features. Upgrade to Pro for unlimited cards and advanced features.

Ready to Transform Your Networking?

Get started with digital business cards for client onboarding today.

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