Best practices for onboarding creators to OnlyFans CRMs

First impressions matter. Successfully onboarding new clients to your OnlyFans Customer Relationship Management (CRM) platform lays the foundation for a productive working relationship.

From easy identity verification to structuring teams and beyond, a well-executed onboarding process saves time, enhances productivity, and enables teams to focus on what matters most–growth.

Here are 4 best practices for onboarding creators:

1. Let them verify remotely

The most important step of onboarding your client to any CRM is getting their profile linked. This means you’ll be able to manage their account on their behalf and your team can help with things like chatting.

The process typically looks like this:

1. Create a profile including headshot, name, and gender

2. Link the account by entering their credentials

Where it can become a little tricky is when a creator is required to verify their account with a selfie. Since the creator is not often with you while you’re setting up the CRM, you’ll need to find a way to do this remotely. With Infloww, the industry leader in OnlyFans CRMs, you can easily send a link to your creator that allows them to verify with a selfie from anywhere.

2. Set up their support team

Once you’ve got the creator linked, you’ll want to set up the team to support them. It’s important to give your team access to their account without sharing their password. 

Typically, an OnlyFans CRM will allow you to create roles like Admin, Manager, or Assistant. Infloww takes this one step further by allowing you to set up granular user permissions that control exactly what each team member can view or manage, from messages to content scheduling.

3. Implement a content workflow

Coordinate with the creator on the best way to share their content with you. Some agencies opt to have them upload content to a Google Drive or X, which may not be the safest option.

With Infloww, you can create a custom role for the creator that allows them to upload content directly into Vault Pro. With Vault Pro, your client can bulk upload, tag and describe their content to make it easier for teams to find when chatting.

4. Set up a reporting dashboard

Your client will want to see how their account is performing. Consider setting up a reporting dashboard for them that centralizes key performance indicators. Or even set up a spreadsheet.

With Infloww, you can avoid all of that by giving them access to their own Creator Report. Infloww’s Creator Reports shows you total earnings, trends, and channel-specific performance from all your creators. But, like with Vault Pro, you can give your creator role permissions that allows them to only view their own report. Saving you a ton of time, while the creator can stay on top of performance in their own time. 

Next steps

Want to learn more? Here’s what to do:

1. Sign up for a free trial

2. Connect a creator account

3. Check out everything Infloww has to offer