Project Breakdown

• Problem:

The agency’s manual onboarding process for new clients was time-consuming and prone to errors, requiring multiple systems (CRM, contract signing, subscriptions, dashboards, Slack) to be updated manually. This delayed project kick-offs and increased administrative overhead.

• Solution:

I designed a two-stage automated onboarding flow. The first stage is triggered when a lead is marked as “Won” in the CRM, generating contracts, subscriptions, and Slack channels. The second stage, upon internal team selection, activates project dashboards, folders, and time-tracking systems—all integrated and synchronized.

• Outcome:

The process reduced onboarding time from hours to minutes, ensured data accuracy across platforms, and provided the team with ready-to-use workspaces and the client with a seamless experience.