About Kickoffo
The paperwork between a signed client and a started one, for the firm that has to do it every time
Who it is for
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 time
Not for HR teams onboarding employees, jobseekers asking what onboarding means, banks buying identity verification, or clinics taking patients: different problems, different products
What it does not do
- no employee onboarding, no KYC or identity verification, no recruitment, no legal advice
What is on this site
2 free tools, each working its figure on the page with no account, and Kickoffo Pro that keeps the record. All tools · Pricing.
- Customer onboarding checklist: Work your onboarding from its own shape: the checklist rows it needs, the onboardings in flight at any moment, and the hours a month they cost.
- New client intake form: Cost your intake form in the client's minutes: total time, fields per section, and exactly what the optional half is costing you.
What Kickoffo Pro keeps
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.
Reach us
Contact for a question about the product, ask whether Kickoffo Pro does a particular thing, Support when something is broken or money is wrong, or hello@kickoffo.com. The legal terms are on Terms and Privacy.