Stop chasing clients for project details, payments, and meeting times. OnboardingPro handles it all — automatically.
Three simple steps to a fully automated onboarding experience.
Create a custom form with the fields you need — text, dropdowns, file uploads, and more. Use a template or start from scratch.
Generate a unique link for each client. They'll complete your form, confirm the initial payment, and book their kick-off meeting — all in one place.
See every client's progress in real time. Know exactly who has filled the form, confirmed payment, and booked their meeting.
Drag-and-drop form builder
Build fully custom intake forms with 8 field types. No coding required.
Ready-made templates
Start from a professional template for web design, branding, e-commerce, or general projects.
File uploads
Let clients share brand assets, reference images, and documents directly in the form.
Payment collection
Collect the initial deposit before the project starts. Real payments via MercadoPago and Stripe.
Integrated scheduling
Connect your Calendly link and let clients book their kick-off meeting right after paying.
Real-time dashboard
Track every client's progress from pending to meeting booked, all in one place.