OBOnboardBeacon
For web designers & web agencies

Client onboarding software for web designers tired of chasing content

Collect the website brief, brand files, content, agreement and deposit in one branded portal before the build gets stuck waiting for missing information.

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✓ No card required✓ Web-based✓ Built for service businesses worldwide
Start the project with fewer gaps

Get the brief and assets organised before design work begins.

Web projects often lose momentum before the first mock-up because content, images and decisions arrive gradually. OnboardBeacon gives the client one place to complete the setup and your team a clearer view of what is ready.

01

Website brief

Collect goals, required pages, features, audience, competitors, preferences and project constraints in a structured questionnaire.

02

Copy and visual assets

Receive logos, brand guidelines, photography, documents and other project files from the client.

03

Signed project terms

Keep the agreement and signing record alongside the rest of the onboarding material.

04

Project deposit

Request the agreed deposit through Stripe Checkout before delivery begins.

05

Visible project progress

Share the current stage and percentage complete so clients have a simple status view.

06

Content reminders

Prompt clients when copy, images, forms or other required items are still missing.

Handle credentials carefully

Collect project information without turning the portal into a password inbox.

Use OnboardBeacon for briefs, documents and project assets. For hosting, CMS, analytics or domain credentials, use a reputable password manager or the provider's official user-invite/access process where possible.

Example web project onboarding

  1. Send the client the portal link.
  2. Collect the website brief and page requirements.
  3. Receive copy, logos, photography and brand files.
  4. Arrange account access through approved access methods.
  5. Sign the agreement and collect the deposit.
  6. Start design with a more complete project pack.
FAQs

Web design onboarding questions

What should a web designer collect before a project starts?

Common items include business goals, website requirements, target audience, page list, copy, imagery, logos, brand guidelines, domain or hosting context, signed terms and the project deposit.

Can clients upload website content and brand assets?

Yes. OnboardBeacon provides file collection inside the client onboarding workflow.

Should clients send website passwords through onboarding forms?

Sensitive credentials are better shared through an appropriate password manager or official access-invitation process rather than ordinary form fields.

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.

Start the next website project with the brief in one place.

Try OnboardBeacon for 14 days.

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