OnboardHive

OnboardHive gives every client one private magic link: a tracked proposa

About OnboardHive

OnboardHive is a web-based tool designed for agencies, consultants, and B2B service providers to streamline client onboarding and proposal management. It provides each client with a unique link that first serves as a tracked proposal - monitoring opens, read-time, and re-opens - then converts into an onboarding portal once the proposal is accepted. The onboarding portal supports e-signatures, payments, intake forms, file uploads, and progress tracking, with automated reminders for stalled steps. The platform offers white-label branding, integration with Google Drive, and an API. Pricing starts with a 14-day free trial, followed by paid plans from $19/month.

Best for: agencies, consultants, B2B service providers, small studios

Key features

Each client receives a unique link for both proposal and onboarding phases
Tracks proposal opens, active read-time, and re-opens
Onboarding portal includes e-signature, payment, intake forms, and file uploads
Automated reminders for clients with incomplete onboarding steps
White-label branding and custom domain options on higher tiers
Integration with Google Drive for client file storage
AI features to draft onboarding flows and kickoff briefs
REST API available for integrations

Use cases

Sending and tracking client proposals with detailed engagement analytics
Onboarding new clients through a single, branded portal
Automating reminders and follow-ups for incomplete onboarding tasks
Collecting client files and intake information securely
Generating kickoff briefs from client intake answers using AI

Pros

No client logins or accounts required
14-day free trial available
Unlimited tracked proposals on all plans
Client files can be stored on user's own Google Drive

Limitations

Pro plan limits to 20 completed onboardings per month

Screenshots

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