Operations and client services leads at US professional services firms, agencies, accounting practices, MSPs and software companies who take on new clients and want the onboarding run the same way every timeNot for HR teams onboarding employees, jobseekers asking what onboarding means, banks buying identity verification, or clinics taking patients: different problems, different products
Between the signature and the first real piece of work there is a fortnight nobody owns: the intake form, the documents you have asked for twice, the kickoff that has not been booked. Kickoffo's free worksheets work that gap from your own numbers, the checklist your steps and documents actually make and the minutes your intake form costs a client, and Kickoffo Pro keeps it: every client, onboarding, step and document against the record, branded and exportable.
Kickoffo Pro is $49 per month for the whole firm, billed monthly.
Free to use. No account, no card, no trial clock.
Intake. Chase. Started.
Most firms have the steps in somebody's head and the documents in somebody's inbox. The free worksheet turns your own steps and document requests into the rows a checklist needs and the hours a month they cost, and Pro keeps each completed checklist against the client it belongs to.
Onboarding does not fail dramatically. It stalls on one unreturned document while everyone assumes somebody else is chasing it. Keeping the request on the record beside the client turns that into a visible queue instead of a memory.
Every optional field you ask for is time the new client spends before they have seen any value. The worksheet costs your form field by field and shows what the optional half adds, which is the argument for cutting it.
The worksheet answered today's question. Pro keeps the answer: the checklist you just worked saved against the client it belongs to, re-used for the next one instead of retyped, branded with your firm's logo and exported for the account review.
$49 per month, whole team
Kickoffo Pro is $49 per month for the whole firm, billed monthly. Billed monthly. Cancel any time from your account page. Price and renewal terms are shown before checkout.
If you need project plans, resource scheduling, time tracking and billing in one system today, buy a professional services automation platform: that is what they are for. Kickoffo is for the firm whose pain is the front fortnight, where the work has not started yet and there is nothing to schedule.
| Kickoffo | A professional services automation platform | |
|---|---|---|
| What it is built around | The onboarding itself: the steps, the documents and who is waiting on whom | The delivery project, with onboarding as its first task list |
| Time to first useful output | One worksheet, on the page, before you have an account | An implementation project with imports, templates and training |
| Price shape | $49 per month for the whole firm, one figure everywhere | Typically priced per user, quoted on a call |
| What happens to your paperwork if you leave | Export everything; the checklists and forms are yours | Varies by vendor and contract; check before you sign |
Category shapes only. PSA and onboarding platforms in this market price per user and mostly by quote, so no competitor figure appears here: nothing on this site quotes a number we have not measured ourselves or licensed with its source in research/data/claims.tsv.