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MarketingDigital Marketing Agency
Streamlined Client Onboarding for Marketing Agency
Key Results
80%
Onboarding Time
Faster from 5 days to 1 day
9.2/10
Client Satisfaction
Average onboarding score
12 hours
Team Time
Saved per new client
The Challenge
Client onboarding involved 20+ manual steps across multiple team members, leading to delays, missed information, and inconsistent experiences. The process took 3-5 days.
Our Solution
We automated the entire onboarding workflow, from contract signing to account setup. The system automatically assigned tasks, collected information via smart forms, and provisioned access to all necessary tools.
Technology Used
DocuSign APINotionGoogle Workspace/Google CloudTypeformCustom Portal
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