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Workflow Automation
Workflow Automation Hub
Professional services firm
12 hrs saved per week
Overview
A consulting firm onboarding new clients relied on spreadsheets, email threads, and manual Slack messages—creating delays and missed steps.
The challenge
Project managers duplicated work chasing documents. Clients received inconsistent onboarding experiences and tasks fell through the cracks.
Our solution
We mapped the full onboarding journey and automated document requests, internal task creation, Slack notifications, and status updates across their project management stack.
Key deliverables
- Client onboarding workflow map
- Automated document collection sequences
- Slack + email notification rules
- Project task auto-creation
Results
Onboarding is now repeatable and visible. Teams save hours each week and clients get a smoother, faster start.
12 hrs
Saved per week
50%
Faster onboarding
0
Missed handoffs
4.8/5
Client onboarding score
“We used to dread onboarding week. Now it runs itself and our clients notice the difference immediately.”