Client Onboarding
Runs client onboarding — sign, pay, intake, upload — through one no-login link.
OnboardHive replaces the proposal-then-onboarding email chase with a single magic link: clients sign, pay, fill an intake form, and upload files, all without creating an account. It tracks opens and active read-time on the proposal and flags exactly which onboarding step a client is stuck on, rather than a vague progress percentage. Client files can point at your own Google Drive — OnboardHive then says it stores nothing but a link — or its encrypted storage by default; either way you can export or delete everything anytime. The 14-day trial clock starts on your first proposal sent.
What holds up
- +Clients need no account or login — one tokenized link covers proposal through onboarding
- +Shows the exact stuck step, like "step 4 overdue," instead of a vague completion percentage
- +Google Drive mode stores nothing but a link on OnboardHive's side, if you want files off their servers
Mind the limits
- −White-labeling the client portal needs the Scale plan or above
- −14-day trial clock starts on your first proposal sent, not on signup — less time to explore first
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