Built for managed service providers

Client onboarding that looks like yours.

Replace your onboarding spreadsheet with branded client portals, automated phase tracking, and a single dashboard for every customer your MSP is bringing online — yours from the logo down.

Start free 14-day trial →See how it works
No credit card · Set up in under 10 minutes
onboardl.io / partner
Active clients
4
Steps this week
12
Avg journey
58%
Overdue steps
2
Phase 1
Discovery
Phase 2
Environment
Phase 3
Security
Phase 4
Integration
Phase 5
Go-Live
HL
Harrington Law
TM
Thornfield Med
AX
Axiom Auto
OW
Oaktree Wealth
Built for the work you actually do

The whole MSP onboarding workflow,
no spreadsheet required

🎨
Branded client portals
Your logo, your colors, your voice. Clients see a portal that looks and feels like your MSP.
📋
Templated playbooks
Start from Standard MSP, HIPAA Healthcare, or Quick Start. Customize per client. Save your own templates as your process matures.
📊
The Runway dashboard
Every client's current phase, laid out in one grid. Spot blockers before they become escalations.
💬
Two-way client portal
Clients see their progress, mark off their tasks, download shared documents, and message you back — without ever creating an account.
👥
Team & roles
Invite admins and members to your workspace. Internal notes stay private; external messages reach the customer.
How it works

From signup to live client portal in under 10 minutes

1
Brand your workspace
Add your logo, accent color, and sender name. Two minutes from signup to "ready for clients."
2
Invite a client
Pick a template, add the client, hit send. They get a branded email with a one-click link to their portal.
3
Run the onboarding together
Mark steps done as you go. The client sees their phases unlock in real time. Activity feeds and the Runway keep your whole team aligned.
Pricing

Simple plans that scale with your book

✨
Founding member — $49/mo, locked for life
First 25 MSPs get Growth-level features, permanent price. 24 of 25 remaining.
Claim my slot →
Solo
$79/mo
For solo operators taking on their first few clients.
  • ✓5 active clients
  • ✓2 team members
  • ✓Built-in templates
  • ✓Branded client portal
  • ✓Email support
Start free trial
Starter
$149/mo
For small MSPs running multiple onboardings.
  • ✓10 active clients
  • ✓3 team members
  • ✓Built-in templates
  • ✓Branded portal + automations
  • ✓Email support
Start free trial
Most popular
Growth
$349/mo
For growing MSPs running lots of onboardings.
  • ✓50 active clients
  • ✓10 team members
  • ✓Custom templates
  • ✓Hide platform branding
  • ✓Portal analytics
Start free trial
Running more than 50 clients, or need a BAA or DPA? Email us.
Every plan includes the full product surface. The tier picks how many clients + teammates + which extras unlock.

Spend less of your week running onboardings.

Start with the Standard MSP template. Add your first client in under 10 minutes. Cancel any time during the trial.

Start free 14-day trial →