/case/ - Case Studies

Save time & improve client satisfaction w/ this quick win''
Every month we onboard new clients at a steady pace of 5-7 accounts . It was taking us around 3 days just for the initial setup, which included paperwork and basic system configurations. This process wasn't only slow but also error-prone.
Then i tried smth different: creating an automated onboarding checklist using Trello boards with pre-filled templates that clients could edit directly in Google Docs linked to our CRM software via Zapier integrations!
Here's how it worked:
1) Preparation : Set up a Trello board for each client. Each card represents one step of the process (e. g, sign NDA, set initial project goals).
2) Google Doc templates were created with all necessary information pre-filled.
3) Using Zapier webhooks and triggers in our CRM to automatically update status cards as tasks are completed.
Result? Our onboarding time dropped from 48 hours down ⚡to just under an hour . Clients felt more involved, reducing any feeling of being ignored or forgotten during setup - leading ''⭐️ increased client satisfaction scores by 15% in the first month alone!
Give it a try and see if you can speed up your own onboarding times!