Case studies
YouTube content agency
CreoSocial
a single clickOnboarding down to a single clickTaking on more clients with no extra admin
There was no automation. Everything happened by hand, with constant back-and-forth between Steven, his editors and clients. Onboarding meant manually sending contracts, payment links, Slack invites and welcome emails, one at a time.
We built the connective tissue: onboarding, approval and review flows. A video now moves from editor to team to client in a click each, and a full client onboarding fires from one button.
Result
Onboarding went from a stack of manual steps to a single click, so Steven can take on more clients without piling on more admin. It's still running smoothly more than eight months on.
These automations made my life and my team's life a lot easier. If you need any automations, go to Sheni.
Steven, CEO & Founder, CreoSocial