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Reach out to the right audience with onboarding page template for CPA firms

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Easy to build without coding
Multiple layouts for any industry and goal
Loads fast and looks polished on any device
Robust analytics & experimentation

Easy to build without coding

With the intuitive drag-and-drop builder, anyone on your team can create high-converting pages without any knowledge of code or design. Make enhancements to your landing page with custom widgets using Javascript, HTML/CSS, or third-party scripts.

Multiple layouts for any industry and goal

Select from 500+ landing page layouts built to boost conversions across industry-specific scenarios. Customize them by adjusting fonts, adding images, and generating on-brand content with the AI assistant. Quickly scale with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Loads fast and looks polished on any device

Every template is responsive, which means they present professionally on any device and load blazingly fast with our Thor Render Engine. You can also power them up with Google AMP technology to deliver an unparalleled mobile experience and drive higher conversions.

Robust analytics & experimentation

Get real-time updates and reporting across all your devices, showing the number of visitors, conversions, cost-per-visitor, and cost-per-lead. Launch AI-powered experiments, run A/B tests, and use heatmaps to analyze user behavior, then optimize your landing page to maximize conversions.

Easy to build without coding Easy to build without coding
Easy to build without coding
Easy to build without coding Easy to build without coding
Easy to build without coding Easy to build without coding

Easy to build without coding

With the intuitive drag-and-drop builder, anyone on your team can create high-converting pages without any knowledge of code or design. Make enhancements to your landing page with custom widgets using Javascript, HTML/CSS, or third-party scripts.

Multiple layouts for any industry and goal

Select from 500+ landing page layouts built to boost conversions across industry-specific scenarios. Customize them by adjusting fonts, adding images, and generating on-brand content with the AI assistant. Quickly scale with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Loads fast and looks polished on any device

Every template is responsive, which means they present professionally on any device and load blazingly fast with our Thor Render Engine. You can also power them up with Google AMP technology to deliver an unparalleled mobile experience and drive higher conversions.

Robust analytics & experimentation

Get real-time updates and reporting across all your devices, showing the number of visitors, conversions, cost-per-visitor, and cost-per-lead. Launch AI-powered experiments, run A/B tests, and use heatmaps to analyze user behavior, then optimize your landing page to maximize conversions.

All the features you need to build lead-generating landing pages

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Landing page builder

Easily create landing pages with the intuitive drag-and-drop page builder that features contextual element editing, over 500 page layouts, and 33 million images.

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Visual on-page collaboration

Invite teammates and clients to collaborate on page design in real time to get your pages created, reviewed, and launched faster.

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AI content generation

Instantly generate audience-focused content with AI-crafted headlines, paragraphs, and CTAs directly within the Instapage builder.

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500+ customizable layouts

Choose from a range of professionally tailored page layouts, specifically designed to enhance conversion rates across numerous industry-specific scenarios.

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Instablocks

Quickly build personalized landing pages using individual page blocks that you can customize, save, and reuse.

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Thor Render Engine

Our back-end technology ensures that your landing pages load quickly to increase conversions, SEO rankings, and enhance the overall user experience.

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AMP

Use Google AMP framework to build and A/B test mobile-responsive pages that load fast and drive more conversions.

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Analytics

Seamlessly connect to Google Analytics to get real-time updates on cost-per-visitor and cost-per-lead metrics directly in the Instapage platform.

Explore more features

Learn how to build top-performing landing pages for any goal

How to design landing pages in 5 minutes

FAQs

“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
User review
Alex Kracov, Head of Marketing

Leading the way in building high-performing landing pages

Grid Leader - Summer 2025
Best Est. ROI Enterprise - Summer 2025
Most Implementable Enterprise - Summer 2025
Fastest Implementation Enterprise - Summer 2025
High Performer - Summer 2025

How to create an effective onboarding page template for CPA firms

Creating an effective onboarding page template for CPA firms is crucial for maximizing client engagement and satisfaction from the beginning. Instapage offers powerful tools and features that help you design high-converting landing pages tailored to your firm's needs.

Why an Onboarding Page Template Matters

An onboarding page serves as the first point of interaction between your firm and new clients. It sets the tone for your relationship and ensures that clients feel welcomed and informed. Here are some reasons why this page is essential:

  1. Clarity: A well-structured onboarding page communicates critical information succinctly, avoiding any confusion.
  2. Engagement: Using strong design elements and persuasive copy can captivate your clients from the start.
  3. Trust: A professionally designed onboarding process can establish credibility and foster trust in your firm.

Step 1: Define Your Objectives

Before customizing your onboarding page, identify what you aim to achieve. Clear objectives will guide your design decisions.

  1. Value Proposition: Clearly articulate the unique benefits your CPA firm offers to potential clients.
  2. Client Expectations: Set realistic expectations regarding the onboarding process to enhance transparency.
  3. Engagement Goals: Determine how you want clients to interact with your page and what actions you want them to take.

Step 2: Utilize Instapage's Templates

Leverage the wide array of templates available on Instapage. By using predefined designs, you can significantly reduce the time and effort needed to create your onboarding page.

  1. High-Converting Layouts: Choose from over 100 curated templates specifically designed to boost conversions.
  2. Customization: Easily modify layouts to fit the branding and tone of your CPA firm, ensuring a unique experience.
  3. Drag-and-Drop Functionality: Instapage’s intuitive builder allows real-time editing without the need for coding skills.

Step 3: Incorporate Interactive Elements

Enhance your onboarding page by adding interactive elements that engage your clients and make the onboarding experience more enjoyable.

  1. Forms: Include easy-to-complete forms for client information gathering.
  2. Videos: Utilize short welcome videos to personalize the experience and convey your message effectively.
  3. Call to Action: Integrate clear calls to action that guide clients on the next steps.

Having a structured onboarding page template is a game-changer for CPA firms. It not only streamlines the onboarding process but also enhances client satisfaction and retention.

Ready to elevate your client onboarding process? Start using Instapage to create a tailored onboarding page that meets the unique needs of your CPA firm today.

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