Stop chasing clients. Try OnboardMap free.

Stop chasing clients for discovery docs and contracts.

Send one link. Clients fill discovery forms, upload contracts, share KPI docs, and complete every intake step — automatically tracked. Aligned before the first call.

One link for discovery forms, contracts, and KPI docs. Be aligned before the first strategy call.

  • Collect discovery questionnaires and goal documents upfront
  • Request signed contracts and SOWs in one portal
  • Automatic reminders so engagements start on time
  • Collect discovery forms and goal docs
  • Request contracts and SOWs upfront
  • Automatic reminders — start on time
Create a consulting onboarding in 10 minutes.
No login required • Works from email • Secure uploads
Free forever. No credit card required.
OnboardMap desktop dashboard OnboardMap mobile portal OnboardMap mobile dashboard
See how it works
Magic link · expires in 14 days
Send client a link
Kickoff questionnaire
Upload W-9
Upload bank statements
QuickBooks Access Waiting on provider
Client provides data
1 of 4 complete
Waiting on provider: 1 Overdue: 1
Sarah finished kickoff questionnaire · 2m ago
Upload W-9 Sarah Due Fri
Bank statements Sarah Due Mon
QB Access Provider Overdue
You get live results
Sound familiar?

New Engagements Stall Before They Start

You close a new consulting client and need discovery questionnaires, signed contracts, KPI documents, and access to existing reports. Requests scatter across email and calls. The first strategy session gets pushed back because you're still missing context.

New clients signed, but first calls get pushed back chasing discovery forms, contracts, and KPI docs across email and calls.

Sound familiar?
Inbox
47 unread
The fix

One Portal. Fully Aligned From Day One.

OnboardMap gives each consulting client a single portal with their intake checklist: discovery forms, contract uploads, KPI documents, and access requests. They see exactly what's needed. You see exactly what's done.

One portal for discovery forms, contracts, KPI docs, and access requests. Clients see what's needed. You see what's done.

SC
Sarah Chen
Onboarding in progress
3 of 4 complete
Documents
PDF
W-9_TaxID.pdf
Uploaded 2 days ago
PDF
Bank_Statements_Q4.pdf
Uploaded yesterday
DOC
Signed_Contract.docx
Uploaded today
PDF
QuickBooks_Access.pdf
Waiting on client

1. Create a map

Start from a template, then add tasks, forms, uploads, due dates, and owners.

2. Send one link

Clients open from email and complete every step in one portal.

🚀 No login required

3. Track progress

See what’s done, what’s blocked, and who’s holding things up—automatic reminders included.

Consulting Client Onboarding, Before vs. After

Before
  • Emails chasing discovery questionnaires and goal docs
  • Contracts and SOWs lost in email attachments
  • No idea which clients completed intake forms
  • First strategy call lacks critical context
  • Engagements delayed by missing information
  • You look unprepared to high-value clients
  • Chasing discovery forms across email
  • Contracts lost in email threads
  • No idea who completed intake
  • First calls lack critical context
  • Engagements delayed by missing info
  • You look unprepared
After
  • One link with every document and form request
  • Discovery forms and contracts uploaded to one portal
  • Real-time status: completed / waiting / missing
  • Goals and KPIs documented before the first meeting
  • Automatic reminders before engagement start dates
  • First call is strategic, not administrative.
  • One link with every intake request
  • All docs uploaded to one portal
  • Automatic reminders before kickoff

Built for Teams That Onboard Clients

Bookkeeping & Accounting

Tax docsbank recordsW-9sintake forms

Automate the same intake every season. Fewer follow-ups. Faster starts.

Marketing Agencies

Brand assetsaccountsapprovalsstyle guides

Get credentials and approvals fast. Start projects sooner.

MSPs & IT Services

Device inventoriescredentialssecurity forms

Collect access and inventories before day one. Fewer delays waiting on admin access.

Consultants

Discovery formscontractsgoalsKPIs

Align on goals before the first call. Clear next steps and owners.

Other Client Service Teams

Legalrecruitingreal estatefractional ops

If you onboard clients, this fits. One link. One checklist. Full visibility.

Everything You Need to Onboard Clients Fast

Secure uploads

Request files by name. Uploads go straight to the portal.

No login required

Clients open from email. No password, no account.

Automated follow-ups

Nudges go out automatically. Links expire for security.

Real-time status

Done / waiting / blocked, with clear owners.

Owners + due dates

Assign onboardings to your staff. Set due dates. Track status.

Branded client portal

Your logo and colors. A polished client experience.

Free Download

Free Onboarding Checklist for Consultants

The 10 items every consultant needs from new clients — discovery forms, contracts, KPIs, stakeholder lists, and more.

  • Discovery questionnaires
  • Signed contracts and SOWs
  • KPI and success metric docs
  • Stakeholder and org chart info
Get the Free Checklist
Consultant Onboarding Checklist
Task Owner Status
Discovery questionnaire Client Uploaded
Signed contract / SOW Client Done
KPI documents Client Waiting
Stakeholder list Client Waiting
Access to dashboards Client Waiting

Start Onboarding Clients Today

Stop chasing clients for documents and answers. Send one link, track everything, and get paid faster.
Free forever. No credit card required.

Simple Pricing. No Surprises.

Start free with 3 onboardings/mo. Upgrade when you need more.

Every plan includes: Magic link access · Secure uploads · Automated reminders · Unlimited seats
Start free with 3 onboardings/mo and 1 GB storage. No credit card required. No time limit.
Get Started Free

Starter

For solo operators

$29
/month

Includes

  • 15 onboardings per month
  • 10 GB file storage
  • Industry templates
  • Request files + secure uploads
  • Intake forms + questionnaires

Pro

BEST VALUE

For growing teams

$79
/month

Includes

  • 50 onboardings per month
  • 100 GB file storage
  • Tasks with owners + due dates
  • Custom branding
  • Notifications + nudges

Max

For established firms

$179
/month

Includes

  • 200 onboardings per month
  • 500 GB file storage
  • Roles + permissions
  • Webhook support
  • Priority support
Don't want to build it yourself?

White-Glove Setup

Delivered in 3 business days. Includes 1 revision.

  • Custom map for your exact process
  • Branded portal (logo + colors + domain)
  • Up to 3 intake forms from your docs
  • Kickoff call + walkthrough
Send us your current checklist and branding. We handle the rest.
$599
one-time
Get White-Glove Setup

Free plan includes 3 onboardings per month. Paid plans offer higher limits. No credit card required to start.

Can I collect discovery questionnaires through OnboardMap?

Yes. Use built-in intake forms to create discovery questionnaires, goal-setting worksheets, and any structured form your consulting process requires. Clients fill them out directly in their portal.

Do my consulting clients need to create an account?

No. Clients access their portal via a magic link sent by email. No signup, no password, no app to install. They click the link, see their checklist, and start completing steps immediately.

Can I collect signed contracts and SOWs?

Yes. You can request any document by name — signed contracts, SOWs, NDAs, and more. Clients upload directly to their portal. Files are encrypted in transit and at rest.

Can I request access to client systems or reports?

Yes. Add tasks with instructions for granting access to dashboards, analytics platforms, or shared drives. Track completion status in the portal so you know exactly what's been granted.

What counts toward my onboarding limit?

Every onboarding you create counts toward your monthly limit. On the free plan, you get 3 per month. On paid plans, you get higher limits. All limits reset each billing period. There’s no cap on total clients — only onboardings created.

Can I brand the portal with my consulting brand?

Yes. Every plan includes a branded portal link. On Pro and Max plans, you can customize your logo, brand colors, for a fully white-labeled client experience.

Does this replace my CRM or project management tool?

No. OnboardMap is the client-facing portal you send before consulting work begins. It complements HubSpot, Salesforce, Notion, or whatever your team uses internally.

Can I export collected data and documents?

CSV export is available on all plans. You can download all uploaded files at any time. Zapier and webhooks are planned — tell us what you need and we'll prioritize.

Ready to onboard your next client?

Create your free account and send your first onboarding link in minutes.

3 free onboardings every month. No credit card required.

Check out our blog

Onboarding
Templates
Client CX
Case Studies
Documents
Automation
Free Client Onboarding Checklist for Consultants

Free Client Onboarding Checklist for Consultants

A free 10-step onboarding checklist for consultants. Enter your email to unlock the full checklist and start engagements faster.

The Client Onboarding Checklist Every Service Business Needs

The Client Onboarding Checklist Every Service Business Needs

A practical checklist to onboard new clients faster without dropping the ball on documents, questions, or access requests.

How to Automate Client Onboarding Without Losing the Personal Touch

How to Automate Client Onboarding Without Losing the Personal Touch

A practical guide to automating your client onboarding process while keeping it feel personal and human.

Client Portal vs. Email: Why One Link Beats Five Threads

Client Portal vs. Email: Why One Link Beats Five Threads

A side-by-side comparison of email-based onboarding vs. client portals, with real examples of where email breaks down.

Stop Chasing Clients for Documents: A System That Works

Stop Chasing Clients for Documents: A System That Works

You should not be spending hours every week following up with clients for missing documents. Here is how to build a system that does it for you.

The 7 Best Client Onboarding Tools in 2026

The 7 Best Client Onboarding Tools in 2026

A no-nonsense comparison of the top client onboarding tools for service businesses in 2026.

Client Retention Starts with Onboarding: How the First 30 Days Decide Everything

Client Retention Starts with Onboarding: How the First 30 Days Decide Everything

Most client churn is decided in the first 30 days -- here's how to fix your onboarding to fix retention.

×

Before you go...

Create your first onboarding in under 10 minutes. No credit card required.

Free plan includes 3 onboardings/mo.