Client onboarding
that runs itself.
One magic link takes every client from proposal to fully onboarded: sign, pay, intake, and upload, with open-tracking, AI, and your branding built in. No logins for them. No chasing for you.
⬡14-day trial · your clock starts on your first proposal
The whole flow · one link, from first hello to fully onboarded
1
link for the whole client journey
0
client logins, ever
90s
to see the whole flow
3
steps to fully onboarded
Don't take our word for it. Take Jim's.
Jim closed a $2,000 deal within hours of sending his first OnboardHive link. No script, no edits, just his 60-second take on camera.
⬡ Jim Miranda · Founder, Elite Sales and Automations
Everything around the work, handled.
Never wonder if they read it
See every open, active read-time, and re-open the moment it happens, so you follow up at exactly the right time. Never too early, never too late.
Onboarding that finishes itself
One magic link walks each client through sign, pay, intake, and upload at their own pace. No logins, no back-and-forth email.
Catch stalls before they cost you
A live stall radar shows exactly where a client is stuck, and AI turns their intake answers into a ready-to-use kickoff brief in one click.
Look bigger than you are
Your name, your colour, your branded portal. Lock anything confidential behind a password only your client knows.
Three steps. One link the whole way.
Add a client
One private magic link is born. Nothing for your client to install or sign up for.
They sign, pay & upload
Your client completes each step right in the browser while you watch progress live.
Marked fully onboarded
Signed, paid, intake done, assets in. You're live, with zero chasing.
Your client clicks one URL the entire time · onboardhive.com/c/their-link
"Stuck on step 4" beats "62% complete."
Every other tool gives you a progress percentage. This is the real dashboard for one client: the exact step they are stuck on, how long each step took, and how the proposal was read before they said yes.
And this is all your client sees
Their half of the same link: your branding, six steps, no account, no password, nothing to install. They can close the tab and come back to the same URL — progress saves itself.
More on the client portal →
Your client files, stored your way.
Point every client's uploads and your proposal PDFs at your own Google Drive, and we keep nothing but a link, so your documents never live on our servers. Prefer we handle it? Our encrypted storage is the default. Either way it's minimal-permission (we only ever touch folders we create), and you can export or delete everything, anytime.
The short answers
Do my clients need an account?+
Never. Each client gets one private tokenized link. They open it, read the proposal, and later complete onboarding, all in the browser, no signup, no password. The easier it is for them, the faster you get paid and started.
How does proposal tracking actually work?+
When your client opens their link we log the open, measure active read-time while the page is in focus, and record every return visit. If they re-open a version after going quiet, you get an instant re-open alert. That's the strongest buying signal there is.
What happens when a client says yes?+
The same URL becomes a branded onboarding portal: sign the agreement, confirm the deposit, fill the intake, grant access, upload assets. One link, the whole relationship.
How do the plan limits work?+
We meter what you finish, not what's in flight. Onboardings in progress are unlimited on every plan. Pro includes 20 completed onboardings a month, Scale and Team unlimited. See the pricing page for the full breakdown.
Start onboarding the easy way.
Set up your first client link in minutes. Track the proposal, then onboard the client through the same link.
14-day trial · cancel anytime before it ends