OBOnboardBeacon
For marketing agencies

Client onboarding software for marketing agencies that need a cleaner kickoff

Move from signed proposal to ready-to-start without chasing briefs, brand files, agreements and deposits across different email threads.

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✓ No card required✓ Web-based✓ Built for service businesses worldwide
From signed client to ready-to-deliver

Collect the pieces your team needs before campaign work begins.

Agency onboarding becomes slow when information, assets and approvals arrive in different places. OnboardBeacon gives the client one destination and your team one view of progress.

01

Campaign and project briefs

Collect goals, target audiences, priorities, timelines, budgets and stakeholder information in structured questionnaires.

02

Brand and content assets

Receive logos, brand guidelines, imagery, copy documents and other files in the client portal.

03

Agreements in context

Keep the signed agreement attached to the onboarding process rather than separated from the rest of the client record.

04

Deposit collection

Request the agreed onboarding or project deposit through Stripe Checkout.

05

Clear next actions

Show clients what is complete, what is missing and what happens next.

06

Less account-manager chasing

Use reminders for incomplete onboarding steps so your team can spend more time on client work.

Keep specialist access secure

Use the right tool for account permissions.

OnboardBeacon can collect briefs, files and onboarding information, but agencies should avoid asking clients to send passwords through ordinary forms. Use official platform permission flows or specialist access-management tools for advertising, analytics and social accounts.

A practical agency onboarding sequence

  1. Send one onboarding portal link.
  2. Collect the campaign brief and stakeholder details.
  3. Receive brand and content assets.
  4. Arrange platform permissions through approved access flows.
  5. Sign the agreement and collect the deposit.
  6. Start delivery with fewer missing pieces.
FAQs

Agency onboarding questions

What should a marketing agency collect during onboarding?

A typical agency may collect goals, campaign background, brand assets, content, stakeholder details, project requirements, signed terms and an initial deposit.

Can OnboardBeacon replace a project management platform?

OnboardBeacon focuses on the client onboarding experience and early project visibility. Teams can continue using their preferred internal project management tools for detailed delivery work.

Can clients upload brand files through the portal?

Yes. File collection is part of the onboarding workflow so assets stay connected to the correct client.

Solutions by business type

Choose the onboarding workflow closest to your business.

For accountants

Collect client details, files, agreements and onboarding actions in one portal.

For consultants

Create a repeatable intake experience for advisory and professional services.

For web designers

Gather content, brand files, agreements and deposits without long email chains.

Turn your next signed client into a clean kickoff.

Start free for 14 days.

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