I kept losing the thread between the yes and the start. A proposal would go out as a PDF, the client would go quiet, and I had no idea whether they had read the scope or never opened it. Then the yes would land in an email thread and everything after it, the contract, the deposit, the brand assets, the logins, would scatter across five tools and a folder nobody could find. The gap between winning the work and starting the work was where I lost the most time and looked the least professional. So I built the thing I wanted: one link per client that does both jobs. Before the yes it is a proposal that tells me the truth, active read-time rather than an open receipt, a re-open alert when someone comes back to it, which section they actually read. After the yes the same link becomes the onboarding portal, so the client never gets a new URL and never makes an account. It is for agencies, consultants, and small B2B service teams, the people doing the work and the admin in the same week. We are early and I would rather say that plainly than dress it up. What is here works, and the roadmap is set by the people using it: deeper payment options, more intake logic, and better handoff into the tools teams already run their projects in. If you buy this deal you are buying into that, and you get every one of those updates in your tier.

OnboardHive

Client onboarding and proposal tracking for agencies

Client onboarding and proposal tracking for agencies