OnboardHive

OnboardHive is client onboarding software for agencies, consultants and B2B service
businesses. It gives every client one private magic link that does two jobs, replacing the
five-tool stack most small agencies stitch together the moment a deal closes.

Act one is the proposal. You publish versioned proposals (v1, v2, v3) to the client's link,
and OnboardHive tracks what happens next: every open, active read-time measured in ten-second
heartbeats while the tab is genuinely visible, and a re-open alert the moment a quiet client
comes back. That return visit is the strongest buying signal in the pipeline, and most teams
never see it. Clients accept or decline inside the link. No login, no account, no PDF lost in
an email thread.

Then the link flips. The client says yes and the same URL becomes a branded onboarding portal.
Nothing to resend, nothing to re-explain.

Act two is onboarding, the part almost every tool leaves undone. E-signature with typed
signature, timestamp and user-agent audit trail. Payment confirmation. Intake forms. Guided
account-access steps. File uploads. Every section is tracked at section level: not seen, in
progress, complete. Automatic reminders email stalled clients the exact items still pending,
so nobody chases anyone by hand.
Around that sit the things that make it a system rather than a form builder: an onboarding
stall heatmap showing where clients get stuck across your whole book of business, two-tier
engagement tracking across both phases, AI that drafts onboarding flows and writes a kickoff
brief from the client's own intake answers, reusable templates, a team plan with approval gates
and an activity log, white-label branding on a custom domain, your own email sender, and a
public REST API.