Shredded Growth's onboarding now sets up Slack, Google Docs and Drive folders for each new client automatically, in tools it already used.
“That was taking me literally an hour of work per new client, and now it's just done automatically in seconds.”
Alex PenunuriOwner, Shredded GrowthShredded Growth is a marketing agency. Every new client set off the same setup work: adding people to Slack, posting and pinning a message there, creating the Google Docs and building the Google Drive folders. The owner, Alex Penunuri, spent about an hour on it for each new client.
We mapped the onboarding process and automated it in the tools Shredded Growth already used, Zapier and Make, combining the two where that worked better. Automating only the main steps would have left the surrounding tasks manual, so we automated the sub-processes around it as well.
After launch we checked that each automation worked as intended, instead of handing it over and moving on.
Timeline
Mapped every step of onboarding a new client.
Automated the main onboarding process in Zapier and Make, and the sub-processes around it.
Map excerpt · sample data
Operating mapOrder to invoice
Handoffs0→12
System screens · sample data
Today
Owner pulled in, per week
31times a week, down from 31
What took an hour of work per new client now runs automatically in seconds. Each client won no longer adds setup work to the owner’s week.
UK Linkology · Professional services
14 → 2people needed on one delivery team
Double-digit rise in team capacity, without hiring
“You've done something that I've not managed to do in 10 years of running the business.”
Scalerrs · Professional services
+40%revenue per employee, within 6 months
+40% average client value, in the same 6 months
“I was very amazed at how quickly you guys mapped out all of our services.”
Kristen Bertolini Designs · Professional services
40 hours a monthtime saved on client onboarding
Manual steps → One click how onboarding starts
“Now we can focus on our genius, which is helping our clients scale and grow by building awesome web designs and then building them.”
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