Client onboarding automation for agencies
An agency's onboarding is the first thing a client experiences and usually the least designed part of the business. We automate the five stages between signature and live so the chasing is done by a system rather than by a delivery lead. On a recent build median time to live fell from 9.4 days to 2.1 across 38 clients.
What this looks like before we arrive
- Onboarding depends on one delivery lead remembering, and she has bad weeks like anyone
- Nobody except her can answer where a client is up to
- Outbound only happens on quiet weeks, so pipeline arrives in bursts
In practice
What we build for them
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Questions we get asked
We deliver client work. Who maintains this afterwards?
You do, and that is the point. Everything is documented and handed over. On the B2B SaaS build the ops lead edits the rules now, not us. An automation only we understand is a dependency you did not ask for.
Can you help with pipeline as well as delivery?
Yes, and for two service businesses that was the bigger problem: outbound only happened on quiet weeks. The system now runs every weekday. Over twelve weeks that was 4,820 requests, 41% accepted, 960 conversations, 214 calls booked and $518,000 closed.
Which part of your operation eats the most hours each week?
Tell us. You get a written answer on what to automate first, free, whether or not we ever work together.