Your team shouldn't spend 8 hours onboarding every new client.
CoordinateHQ gathers all the information automatically, behind the scenes. Your clients answer questions on their schedule. Your team gets a complete brief without the busywork. Work starts in 24 hours, not 2 weeks.
Try the AI onboarding experience exactly as your clients will
1.
Add your typical onboarding questions (The questions you normally ask on kickoff calls)
2.
Experience what your clients will see (A professional intake experience. not a chatbot)
3.
Afterwards, your teams' workflows occur automatically. For example a complete brief, organized answers, followup tasks, etc
What happens to those 8 hours?
This isn't about automation.
It's about letting your team do what you hired them for.
Tasks, timelines, and deliverables created during the call map directly into your workspace
Every answer triggers workflows, reminders, assignments, and automated client messaging
See how this fits into your full workflow
Your clients get personal service. Your team gets their time back.
That’s not a tradeoff. That’s infrastructure.
See See where the automation stops?
Everything after Step 5 is yours. The strategy. The relationship. The expertise. The stuff you're actually good at. We just handle the information gathering. You handle everything that matters.
