AI Voice Agent Demo

Try the AI onboarding experience exactly as your clients will

This is what happens before your team ever touches a project. Your clients experience a thoughtful intake process. You get organized, actionable information—instantly.

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

Your Email Address
Add your onboarding questions or paste a transcript
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Experience the Client Side

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Your clients will answer your questions through a thoughtful form or voice conversation. The AI organizes everything behind the scenes. Your team reviews and takes over from there.

What happens to those 8 hours?

This isn't about automation.

It's about letting your team do what you hired them for.

Client Portal

Your demo output becomes the client’s first login experience

Project Management

Tasks, timelines, and deliverables created during the call map directly into your workspace

Communication

AI-generated summaries align your team and improve response time across all channels

Automation, Integration & AI

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.

Automated

  1. Client receives personalized intake link
    Automated

  2. They answer questions (on their time)
    Automated

  3. Responses organized instantly
    Automated

  4. Tasks created automatically
    Automated

  5. Team briefed completely
    Human

  6. Your team delivers the strategic work

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.

What changes when onboarding actually works?

Real companies. Real results. Same team size, different capacity.

Marketing

CoordinateHQ truly understands the demands of a client servicing organization

CoordinateHQ ensures nothing falls through the cracks. The tool has been built by people who understand processes, allowing us to rapidly scale while delivering a consistent quality product for our clients.

Brandi B / Founder & CEO

Construction

CoordinateHQ has been instrumental in underpinning our meteoric growth.

The collaboration portal was pivotal in expanding our remit with a Fortune 500 brand from a state to a regional provider. The ability to seamlessly manage every date and action has increased our project velocity significantly.

Leslie F / Founder & Principal

Consulting

CoordinateHQ has enabled us to achieve significant growth

CoordinateHQ has enabled us to streamline operations, empower clients, and achieve significant growth. The functionality and automation with the software continues to expand ensuring a great experience for all.

Cassandra L / Founder and CEO

Consulting

CoordinateHQ has transformed our operations

CoordinateHQ has transformed our operations and is the heartbeat of our business. What used to be a slow and cumbersome process is now streamlined and automated, accelerating the path to compliance. We've grown our revenue fivefold, and our clients love it.

Amara K / Licensing & Certification Manager

Consulting

I love the platform. It's literally amazing.

I love the platform. It's literally amazing, I can't wait to share it with all my creative friends.

Sarah M. / Instructional Designer

Marketing

So far, I'm absolutely blown away.

I'm a ClickUp pro and I hate it. It does a lot, but I have to train my team and my clients cannot understand it at all. It's too much. Coordinate is simple and clean. Clients love it. So far, I'm absolutely blown away.

Rikki H. / Operations

E-Commerce

Your software is so good, you have no idea.

We tried a number of other tools. Either shareability or integrations were a problem. Your software is so good, you have no idea.

Leanne J. / Project Manager

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