Case studies
Funnel marketing agency
School of Bots
2 minutesOnboarding cut from 2 days to 2 minutes12xTeam capacity up 12x for the year
Signing up a new client took about two days of manual setup, and the business relied on the team being hands-on with every account. More clients just meant more chaos.
We built one-click onboarding. A client pays, and their accounts, setup, welcome, contract and team assignment all happen on their own. We also added an early-warning system that flags any client at risk of leaving.
Result
Onboarding a client dropped from about two days to about two minutes. Each team member went from handling 5 clients to 20, which is roughly 12x the capacity for the year, with no extra headcount.
It's been a game changer for our capacity unlock.
Anissa Fulbright, Agency Operations Director, School of Bots