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What happens after you introduce a client.

A step-by-step look at how OfficeBase runs demos, onboarding, and ongoing management once an agency makes the introduction.

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Michael Brown
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September 23, 2025
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8 min read

The blog

What happens after you introduce a client.

A simple setup for a smoother experience

Connecting your devices is the first step toward a smoother, more unified digital experience. It ensures that your information, preferences, and progress stay consistent — whether you’re on your phone during a commute or working from your laptop at home.

The process is designed to be simple and intuitive, so you can focus on what matters most instead of worrying about setup.

Get connected in three steps

Everything starts with the app. Once you’ve installed it, it only takes a few moments to get all your devices working together.

Here’s how to start:

  • Download the app on each device you want to use
  • Sign in using the same account on all of them
  • Follow the on-screen steps to finish connecting automatically

That’s it. Once your devices are linked, your preferences and data move with you — making every experience feel seamless.

Why it matters

A connected setup saves time and reduces friction. You’ll always have the latest information, no matter which device you use. It’s about creating continuity — one less thing to think about in your busy day.

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What happens after you introduce a client.

A step-by-step look at how OfficeBase runs demos, onboarding, and ongoing management once an agency makes the introduction.

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