Collate simulates persona‑driven customer journeys across multiple online surfaces—search engines, maps, social platforms, AI chat tools, and review sites—to audit a business’s discoverability and compare it to competitors. Each synthetic agent records where the business appears and the platform delivers weekly narrative reports with prioritized, actionable fixes tied to the sales funnel, giving businesses real‑time, multi‑channel attribution and insight into the “dark funnel” of prospects who never convert.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses track bookings and website clicks but lack visibility into prospects who research them across multiple channels, compare competitors, and never convert, leaving a “dark funnel” of invisible customers.
Solution
Collate simulates persona-driven customer journeys across the full set of online surfaces—search engines, maps, social platforms, AI chat tools, and review sites—to audit discoverability and identify gaps versus competitors. Each synthetic agent follows a defined profile, records where the business appears, and generates a weekly narrative report with prioritized, actionable fixes tied to the sales funnel. The platform connects marketing channels and an AI voice agent to capture inbound calls and leads missed by the website, providing real‑time, multi‑channel attribution from first touch to booked appointment. Insights are delivered via a dashboard that highlights channel ROI, conversion bottlenecks, and specific recommendations that can be implemented quickly. By surfacing the invisible prospect behavior, businesses can optimize their online presence, improve booking rates, and allocate marketing spend more effectively.
Target Audience
Primary customers are clinics and healthcare providers—especially aesthetic and specialty practices—that rely on online discovery and need full‑funnel visibility into patient acquisition across digital channels.
Features
- Persona library with auto‑tailored profiles for different market segments (e.g., date‑night, family travel, boutique stay)
- Live browser agents that audit discoverability across up to 8 surfaces including Google Maps, ChatGPT, Reddit, and Instagram
- Weekly narrative reports with per‑persona action items and competitor comparisons
- AI voice agent that captures inbound calls and integrates them with digital channel data
- Multi‑channel attribution engine showing real‑time visitor and conversion metrics per source
- Dashboard with ROI metrics, funnel drop‑off analysis, and prioritized fix recommendations
- Automated re‑audits and competitor tracking to monitor changes over time