Book a Demo

See OnboardAI running on your real clients.

Twenty minutes, your workflow. We rebuild your intake → routing → kickoff flow live and you leave with a sandbox you can keep.

Request a walkthrough

We reply within one business day with three time slots.

We use this only to reach you about the demo.

How it works

Three steps. Your workflow, not ours.

No demo theatre. By the end of the call there is a configured workspace and a real welcome email scheduled to fire on your next contract.

  1. 01

    A 20-minute call on your real workflow.

    We walk through your current intake → routing → kickoff flow and map where automation actually pays off — no slide deck.

  2. 02

    See your flow running live in OnboardAI.

    We rebuild the workflow on the call using your agency name, project type, and milestone schedule, so you see it work, not a mock.

  3. 03

    Walk away with a configured workspace.

    You leave with a sandbox workspace wired to your intake form — and your first automated welcome email already queued to fire.

No IT required. We screen-share and run the rebuild together. You stay on your machine.