Onboard Clients Before the First Call
Show up prepared with work in hand and a deep understanding of their needs—ensuring every client starts with complete confidence.
Start the Process Before the First Meeting
Kick off onboarding with a form, questionnaire, pre-recorded meeting, or an AI-led information-gathering session—capturing key details without back-and-forth.
Automate Discovery, Reduce Manual Work
OpenForge compiles responses into structured templates, gathering requirements and generating boilerplate documents—so you start ahead, not from scratch.
Walk Into the Call with Work Already Done
Instead of wasting time gathering information live, use the first call to deliver insights, strategies, and solutions—setting the stage for immediate impact.
Eliminate Misalignment & Unnecessary Revisions
With key requirements collected and documented before the call, clients get exactly what they need, without drawn-out clarification cycles.
Streamlined Approval & Execution
After the first call, all relevant documentation, action plans, and next steps are auto-generated—ready for quick review, approval, and execution.