Work
Account managers stopped chasing forms and started doing the work they were hired for.
Digital marketing agency. 50 to 100 people.
Account manager admin time dropped from 40% of their weekly hours to 15%. They went back to strategic work and relationship building.
Client onboarding timeline from 6 days to 3 weeks down to 3 days average. 65% more client context captured. Status update requests per client down 70%.
$89K annually in recovered capacity. $24K investment, 3.2-month payback.
A growing digital marketing agency had a robust but cumbersome onboarding process that was creating client overwhelm and frequent delays. New clients faced extensive manual tasks. Account managers spent most of their time chasing information rather than doing the strategic and relationship work they were hired for.
We automated the client intake using their existing tools. No new platforms to learn. The system captured 65% more client context than the manual process while requiring minimal client effort.
Account managers are finally doing what they were hired to do. Clients constantly comment on how smooth and professional the onboarding feels. The agency can take on more clients without the onboarding bottleneck killing momentum.
“Our account managers are finally doing what they were hired to do: strategic work and relationship building, instead of chasing forms all day. Clients constantly comment on how smooth the onboarding feels now.”
Operations Director, Digital Marketing Agency