Launched this week

OnboardMap

Launched this week

Stop chasing clients for files and answers. One link & done!

3 followers

Stop chasing clients for files and answers. One link & done!

3 followers

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Productivity

•

Sales enablement

OnboardMap is a client onboarding portal for service businesses. Send clients one link, they upload documents, complete forms, and check off tasks. Automated reminders do the follow-up. You see real-time progress. No more chasing. Free to start.

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Launch tags:Productivity•Task Management•SaaS

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Maker

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Hey Product Hunt! I'm Austin, founder of OnboardMap. I had a SaaS business where I kept hitting the same wall: the work wasn't hard, but getting started was. Every new client meant a dozen emails back and forth, requesting documents, re-explaining what I needed, chasing down signatures, digging through threads to find one attachment from two weeks ago. I tracked it once. 11 emails per client, average. Multiply that by 8-10 clients a month and onboarding was eating my weeks alive. So I built the tool I wished existed: One link - Clients click it, no login or password needed One portal - they see every document to upload, every form to fill out, every task to complete Automated reminders - so I never have to send "just checking in" again Real-time progress - I see who's done and who's stuck at a glance Built for bookkeepers, agencies, MSPs, consultants, really anyone who onboards clients and is tired of the email chaos. There's a free plan (3 onboardings/month, no credit card) so you can try it without any commitment. I'd love your feedback. What's missing? What would make this a no brainer for your workflow? I'm here all day and will respond to every comment. Thanks for checking it out!

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6d ago

Features.Vote

the "one link & done" framing is doing a lot of work here. the friction in client onboarding isn't usually the tasks themselves, it's the back-and-forth across 5 different emails and "hey just a reminder" follow-ups that eat half your week

i'd honestly send this to every freelancer and agency founder i know who spends more time chasing intake forms than actually doing the work :)

curious how it handles situations where clients need to submit things in a specific order. like you can't fill out form B until they've uploaded document A. does it support that kind of conditional flow?

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5d ago