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PromisingAdded 1w agoFri, Feb 6, 2026, 6:26 PM
onboardingmspsecurity

Client Onboarding Portal for MSPs

Guided intake for passwords, assets, and policies

An MSP in Minneapolis signs a new 50-person client. The onboarding begins: collect admin credentials for all systems, document network topology, inventory all hardware and software, set up monitoring agents, configure backup policies, and train staff on the new ticket portal. The onboarding technician juggles spreadsheets, emails, and sticky notes. Three weeks later, they discover the client has a legacy server nobody mentioned because the credential collection form was incomplete.

MSP client onboarding is chaos by default. Every new client requires collecting 50-100 pieces of information: credentials, network diagrams, contact lists, escalation procedures, vendor relationships, and compliance requirements. IT Glue ($29-49/user/mo) and Hudu ($25-39/user/mo) are excellent for documentation but don't guide the onboarding process itself. GuideCX is client onboarding software but not MSP-specific — it doesn't know about RMM agents, PSA integration, or network documentation standards.

The opportunity is an MSP-specific onboarding portal at $49-99/mo: templated onboarding checklists (credential collection, network discovery, monitoring setup), client-facing portal for secure credential submission, automatic documentation generation, progress tracking with accountability, and integration with ConnectWise/Autotask PSA. Not documentation storage — onboarding workflow automation. Target MSPs with 5-20 technicians who onboard 2-5 new clients per month and want consistency in the process.

💰 Revenue Blueprint

Three-tier value ladder to monetize from day one

1
StarterStarter
$49/mo

5 active onboardings, checklist templates, client portal, secure credential collection

2
GrowthPro
$79/mo

Unlimited onboardings, PSA integration, auto-documentation, team assignments, progress tracking

3
ScaleEnterprise
$149/mo

Custom templates, white-label portal, advanced reporting, API, dedicated support

📊 Market Evidence

The Market Gap

IT Glue/Hudu are documentation, not onboarding workflow. GuideCX isn't MSP-specific. No MSP-focused onboarding portal at $49-99/mo with templated workflows and PSA integration.

🏆 Competitor Landscape

How existing players stack up in this market

IT Glue$29-49/user/mo

Documentation platform for MSPs

Hudu$25-39/user/mo

IT documentation, cheaper IT Glue alternative

LiongardContact sales

Automated documentation and monitoring

ClientZen$49+/mo

Customer onboarding automation

GuideCXContact sales

Client onboarding platform

🛠️ Recommended Tech Stack

Suggested tools and technologies to build this idea

🖥️Frontend
Next.js + Tailwind CSS
⚙️Backend
Node.js
🗄️Database
Supabase (PostgreSQL)
☁️Hosting
Vercel
💳Payments
Stripe
🧩Other
ConnectWise/Autotask API, encrypted credential vault, onboarding templates

Score Breakdown

73/100
Promising

Good market signals with room for growth

Market (20%) + Revenue (20%) + Trend (15%) + Competition (15%) + Build (15%) + Pricing (15%)

Market Proof78/10
Revenue Proof80/10
Trend Momentum65/10
Competition Gap58/10
Build Speed72/10
Pricing Signal82/10

🚀 Start Building

Copy a prompt into your favorite AI coding tool and start building this idea right now.

prompt.md
Build a SaaS product called "Client Onboarding Portal for MSPs".

## Product Overview
Guided intake for passwords, assets, and policies

## Problem
Guided intake for passwords, assets, and policies

## Solution
Build Client Onboarding Portal for MSPs

## Target Audience
indie hackers, small businesses, and solopreneurs

## Tech Stack
- Next.js 15 (App Router) with TypeScript
- Tailwind CSS v4 for styling
- Supabase for auth, database, and storage
- Vercel for deployment
- shadcn/ui for UI components
- Framer Motion for animations

## MVP Features to Build
1. Landing page with clear value proposition
2. User authentication (sign up, sign in, forgot password)
3. Core product functionality based on the solution above
4. Dashboard for users to manage their data
5. Pricing page with at least 2 tiers (free + paid)
6. Basic settings/profile page

## Known Competitors
IT Glue, Hudu, Liongard, ClientZen, GuideCX

## Key Risks to Address
Standard market entry risks

## Deployment
1. Set up Supabase project and configure environment variables
2. Deploy to Vercel with `npx vercel --prod`
3. Set up custom domain
4. Configure Supabase RLS policies for security

## Instructions
Start by creating the project structure, then build the landing page first. Use server components where possible. Make it mobile-responsive from the start. Focus on getting the core value loop working before adding polish.