Collect structured information
Use onboarding questionnaires to capture goals, requirements, timelines, budgets and the information your team needs before work begins.
Replace scattered emails, missing files and manual follow-ups with one branded place for every client onboarding step.
A strong onboarding process makes the next action obvious for both your team and your client. OnboardBeacon brings the most common onboarding tasks together instead of spreading them across email, forms and payment links.
Use onboarding questionnaires to capture goals, requirements, timelines, budgets and the information your team needs before work begins.
Keep documents, brand assets and project files attached to the correct client instead of buried in email threads.
Send terms through the portal and keep the signed agreement connected with the onboarding record.
Send clients to Stripe Checkout for one-off deposit payments and keep the payment step visible alongside the rest of onboarding.
Give clients a clear view of the stage, percentage complete and what needs attention next.
Use reminders for incomplete questionnaires, unsigned agreements, missing files and outstanding payments.
OnboardBeacon is web-based, so service businesses can invite clients across locations and time zones without relying on in-person paperwork. Your portal keeps the workflow consistent while your business continues to work in the way that suits your market.
Plans use GBP as the base price. Stripe may present eligible payment experiences based on the customer and location.
It is software that organises the steps between winning a client and starting delivery, including information collection, files, agreements, payments and progress.
It is designed for client-focused service businesses such as agencies, consultants, accountants, web designers and freelancers.
The aim is to give the client one clear portal experience rather than a chain of disconnected emails and links.
Yes. OnboardBeacon offers a 14-day trial with no card required at the start.
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.