Overview
Automating Client Onboarding for a One-Person BusinessZapier |
Application Infrastructure & Middleware - Database Management & Storage Infrastructure as a Service (IaaS) - Cloud Databases | |
Cement | |
Time Sensitive Networking Track & Trace of Assets | |
Operational Impact
The implementation of Zapier has brought about a significant transformation in the operations of Startup Audits. The automation of the client onboarding process has not only saved time but also enhanced the efficiency of the business. Bram now spends more time with his clients and their startups, rather than writing emails and adding rows to spreadsheets. This has allowed him to have a broader focus on his business, helping him see the 'forest for the trees'. The automation has also ensured a smoother and more streamlined client experience, as they receive their instructions and information promptly. | |
Quantitative Benefit
Significant reduction in time spent on manual tasks related to client onboarding | |
Instantaneous client onboarding process | |
Automated creation of client folders, documents, and emails | |