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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 had 20+ manual steps across multiple team members. The process took 3-5 days, with delays, missed information, and inconsistent experiences along the way.
Our Solution
We automated the whole onboarding workflow, from contract signing through to account setup. Tasks assign themselves, smart forms collect the info, and access provisions across all the tools.
Technology Used
DocuSign APINotionGoogle Workspace/Google CloudTypeformCustom Portal
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