Automated Client Onboarding
Reduced a 3-hour manual onboarding process to 15 minutes with zero errors.
The Challenge
A growing B2B SaaS company was onboarding 20+ clients per week. Each onboarding required manual account setup across 5 platforms, personalized email sequences, document generation, and CRM updates. The process took 3 hours per client and was error-prone.
Our Solution
We mapped the entire onboarding workflow, identified every manual touchpoint, and built an end-to-end automation system. A single form submission now triggers account creation, document generation, email sequences, CRM updates, and team notifications — all automatically.
The Results
The onboarding team went from spending 60+ hours per week on manual setup to less than 5 hours of oversight. Error rate dropped from 12% to near zero, and client satisfaction scores increased as onboarding became faster and more consistent.
More work
Ready to systematize?
Tell us where your operations break down. We'll show you what's possible.