In Beta

OnBoard

Your prospect books a call. By the time you open your calendar, the research is already done.

You're either scrambling to prepare, or showing up cold.

When a prospect books a discovery meeting, you have two options. Spend 30 minutes manually researching them. Or walk in blind and hope for the best. Both cost you. OnBoard eliminates this entirely.

How it works

1

Prospect books a call

Through your Cal.com booking page. OnBoard triggers automatically.

2

Background research runs

OSINT research on the prospect. LinkedIn, business registrations, property history. All automatic.

3

KYC prep doc generated

AI-generated research brief with everything you need to know before the call.

4

Calendar enriched

Your calendar event is updated with research notes. No extra apps to check.

5

Pre-call email sent

Professional email goes to the prospect confirming the meeting. You look prepared before you've done a thing.

Key benefits

Save 30+ minutes per call

No more manual research. OnBoard does it before you even open your calendar.

Look prepared. Always.

Walk into every call with a research brief. Know their situation before they tell you.

💬

Never show up cold

First impressions close deals. When you know their story, the conversation starts warmer.

Ready to automate your pre-call prep?

Join the brokers who never show up to a meeting unprepared.

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