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Turn Your Website Into a 24/7 Sales Machine

Close more deals with less effort. The OnboardFi Sales Solution combines intelligent lead capture, interactive product demos, and seamless CRM integration to transform how your sales team operates—whether you're a startup or scaling enterprise.

Accelerate Your Sales

The Sales Problem

Your sales team is drowning:

  • ✕Unqualified leads waste time — reps spend hours chasing prospects who were never going to buy
  • ✕Demo scheduling is a bottleneck — prospects wait days for a live walkthrough
  • ✕International prospects fall through cracks — timezone gaps mean lost opportunities
  • ✕Context is lost at handoffs — AEs ask "what did the SDR promise?"
  • ✕Manual follow-up is inconsistent — hot leads go cold while reps juggle priorities

Meanwhile, your website gets thousands of visitors. Most leave without converting.

The Solution Stack

Embedded Agent: Your AI SDR — Greets every visitor, qualifies leads through natural conversation, and books meetings directly on your calendar. No forms. No friction. No waiting.

Guide Agent: Interactive Product Walkthroughs — Voice-guided demos with full browser control. Prospects experience your product's "wow" moments on their first visit, not their third call.

The Handoff That Works: A seamless flow from qualification to demonstration. The Embedded Agent captures interest and context, then hands off to the Guide Agent for an immersive product experience—all without a human lifting a finger.

Sales Workflow

Before: The Old Way

  • 1. Visitor lands on website
  • 2. Fills out a form (maybe)
  • 3. Waits 24-48 hours for SDR response
  • 4. Qualification call scheduled
  • 5. Another wait for demo scheduling
  • 6. Demo finally happens (5-10 days later)

⏱ Time to qualified demo: 5-10 days

After: With OnboardFi

  • 1. Visitor lands on website
  • 2. Embedded Agent engages immediately
  • 3. Qualification happens in real-time
  • 4. Guide Agent launches product demo
  • 5. Meeting booked before they leave

⚡ Time to qualified demo: 10 minutes

Key Capabilities

  • Lead Qualification

    Lead Qualification

    The Embedded Agent asks the right questions to understand budget, authority, need, and timeline—automatically scoring and routing leads to the right rep.

    • Natural conversation qualificationNatural conversation qualification
    • Automatic lead scoringAutomatic lead scoring
    • Smart routing to the right repSmart routing to the right rep
  • Meeting Booking

    Meeting Booking

    No more scheduling ping-pong. The Embedded Agent checks your calendar in real-time and books meetings directly, with automatic confirmation and reminders.

    • Real-time calendar availabilityReal-time calendar availability
    • Automated confirmations and remindersAutomated confirmations and reminders
    • Smart timezone handlingSmart timezone handling
  • Demo Customization

    Demo Customization

    The Guide Agent adapts to what the prospect cares about. If they mentioned reporting in their conversation, the demo highlights reporting features.

    • Context-aware product walkthroughsContext-aware product walkthroughs
    • Dynamic feature highlightingDynamic feature highlighting
    • Personalized talking pointsPersonalized talking points

Analytics for Sales Leaders

Pipeline Visibility

See conversion rates at every stage—from visitor to lead to demo to meeting booked. Identify bottlenecks and optimize your funnel.

Lead Intelligence

Understand what prospects ask most, which features drive interest, and where conversations drop off.

Rep Performance

Track how leads perform after handoff. Compare conversion rates across reps and identify coaching opportunities.

Ready to Transform Your Sales?

Your website is already getting traffic. The Embedded Agent turns that traffic into conversations. The Guide Agent turns those conversations into qualified pipeline. Your AEs close more deals with less wasted effort.

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