Book a demo

Walk through a live handoff packet.

Bring your intake checklist—we'll process a sample client handoff together and show brief, tasks, gap list, and reply draft output.

What to expect

30-minute live walkthrough

  • Upload a redacted client intake email or form export
  • See the nine-step pipeline produce a reviewable packet
  • Review missing-info flags and suggested internal tasks
  • Walk through reply draft review—nothing auto-sends
  • Discuss export to Notion, Asana, Linear, or Sheets
Typical demo packet
Client: Acme Studio
Project: Landing page build
Missing: brand assets, copy, approver
Tasks: 4 internal · 1 reply draft
Status: Ready for PM review

Who books demos

Agency PMs, consulting partners, MSP ops leads evaluating kickoff automation.

Agencies

Creative & web shops

Reduce kickoff prep on landing pages, retainers, and campaign launches.

Consulting

Professional services

Turn discovery notes and email threads into execution plans.

IT / MSP

Service desks

Engineer-ready ticket packets from client service requests.

Start with real data

Process 10 historical client handoffs—free.

See if TaskMender cuts your PM kickoff prep time in half.