For agencies
A branded onboarding experience for every client engagement
Your clients see your brand, your process, and exactly what they need to do next — not a tool with someone else's logo on it.
Without a shared onboarding plan
- Every new engagement starts from a blank doc and a kickoff call
- Clients lose track of what deliverables they owe you
- Onboarding looks different depending on which account lead runs it
- Adding client stakeholders means more seats and more cost
With livegoal
- Reusable journey templates start each engagement the same way
- Clients see their outstanding tasks and due dates in one place
- A consistent, branded process regardless of who runs the account
- Unlimited client-side users — you're billed per active client, not per seat
Why agencies choose livegoal
White-label on every plan
Your name and logo on every screen the client sees — never gated to a higher tier.
Per-active-client pricing
Invite as many client stakeholders as you want. Billing scales with active clients under management, not seats.
Journey templates
Codify your onboarding process once and apply it to every new client in a click.
No-login client access
Clients complete their tasks from a link — no friction, no account setup.
Frequently asked questions
How does pricing work for agencies with many small clients?
You're billed on active client accounts under management, with unlimited client-side users per account. A client finishing onboarding and being archived stops counting.
Can each client see only their own onboarding?
Yes. Each client account is fully isolated — clients only ever see their own phases, tasks, and messages.
Can we start from our existing onboarding checklist?
Yes. Build a journey template that mirrors your current process, then apply it to every new engagement.