A structured client-onboarding system for consultants and service businesses — kickoff doc, requirements gathering, scope alignment, and a single source of truth that replaces the forty-email thread.
Get notifiedSee featuresThe features that make EasyClientOnboarding useful day-to-day.
Structured kickoff template — first call, key questions, deliverables agreed. The first 30 minutes that prevent the next 30 hours of confusion.
Requirements gathering with the right questions for the engagement type — consulting, implementation, audit, training. Not generic; fit-for-purpose.
Scope alignment artefact — what's in, what's out, what's a change-order. Reviewed and signed before kickoff; reduces fights at delivery.
Single source of truth — meeting notes, decisions, deliverables, blockers. Replaces the email-thread-of-doom that nobody can search.
Built for the people who'll actually use it, not for tick-box procurement.
Designed for daily use, not enterprise checkbox compliance. The features that matter, none of the ones that don't.
Hosted on our own servers in Estonia. No US-jurisdiction tracking, no third-party analytics, no data sales.
Currently in private build. Add your details and we'll let you know when it's open. b-systems.enquiries@proton.me