Digital Marketing Agency (15 employees)
Marketing Agency: Automated Client Onboarding
airtableslackmake-automationgoogle-workspace
The challenge
Client onboarding took 3-5 business days with missed steps, forgotten access requests, and inconsistent welcome packages. New clients felt ignored during the most critical trust-building period.
What we built
Created a fully automated onboarding flow: signed contract triggers Airtable record → Make.com creates Google Drive folders, Slack channels, sends branded welcome kit, schedules kickoff call, and assigns team tasks with due dates.
Results
- Nps After
- 72
- Nps Before
- 45
- Missed Steps Pct
- 0
- Onboarding Hours
- 4
- Previous Onboarding Days
- 3-5
Illustrative example for planning purposes. Replace with verified client outcomes before using as social proof.
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