Discovery questionnaires
Capture the problem, objectives, stakeholders, deadlines, constraints and success measures before the first working session.
Turn discovery, document collection, agreements and deposits into a repeatable onboarding process your clients can follow without constant email reminders.
Consulting work often begins with a large amount of context. OnboardBeacon helps you collect that context before delivery while giving the client a clear view of the process.
Capture the problem, objectives, stakeholders, deadlines, constraints and success measures before the first working session.
Collect reports, spreadsheets, policies, research and other files relevant to the engagement.
Keep accepted terms connected to the same client onboarding record.
Where appropriate, request the agreed upfront payment through Stripe Checkout.
Share milestones and status so the client understands where the engagement stands.
Prompt clients when required onboarding information is still outstanding.
For consultants working with clients in different cities or countries, a web-based portal helps reduce the dependence on synchronous meetings simply to exchange paperwork or confirm what is still needed.
Consultants can collect discovery information, goals, stakeholders, supporting documents, signed terms and deposits before the engagement begins.
Yes. The Starter plan is designed for independents and small teams, while larger plans support more active clients.
Yes. OnboardBeacon can show project stages, percentage completion and updates so clients have a clearer view of progress.
Collect client details, files, agreements and onboarding actions in one portal.
Collect briefs, assets, approvals and deposits before delivery begins.
Create a repeatable intake experience for advisory and professional services.
Gather content, brand files, agreements and deposits without long email chains.
Try OnboardBeacon for 14 days.