Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Industry
Performance Marketing
//Industry
Performance Marketing
//Industry
Performance Marketing
//Company Size
50 Employees
//Company Size
50 Employees
//Company Size
50 Employees
//The Challenge
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Strategy
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Execution
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Metrix
//Work Reduction
42%
//Work Reduction
42%
//Work Reduction
42%
//Leads Growth
35%
//Leads Growth
35%
//Leads Growth
35%
//Response Speed
50%
//Response Speed
50%
//Response Speed
50%
//Monthly Cost Savings
$9K
//Monthly Cost Savings
$9K
//Monthly Cost Savings
$9K
case studies
A selection of projects where we automated workflows and delivered measurable results.
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Industry
Performance Marketing
//Industry
Performance Marketing
//Industry
Performance Marketing
//Company Size
50 Employees
//Company Size
50 Employees
//Company Size
50 Employees
//The Challenge
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Strategy
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Execution
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Metrix
//Work Reduction
42%
//Work Reduction
42%
//Work Reduction
42%
//Leads Growth
35%
//Leads Growth
35%
//Leads Growth
35%
//Response Speed
50%
//Response Speed
50%
//Response Speed
50%
//Monthly Cost Savings
$9K
//Monthly Cost Savings
$9K
//Monthly Cost Savings
$9K
case studies
A selection of projects where we automated workflows and delivered measurable results.
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Industry
Performance Marketing
//Industry
Performance Marketing
//Industry
Performance Marketing
//Company Size
50 Employees
//Company Size
50 Employees
//Company Size
50 Employees
//The Challenge
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Strategy
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Execution
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Metrix
//Work Reduction
42%
//Work Reduction
42%
//Work Reduction
42%
//Leads Growth
35%
//Leads Growth
35%
//Leads Growth
35%
//Response Speed
50%
//Response Speed
50%
//Response Speed
50%
//Monthly Cost Savings
$9K
//Monthly Cost Savings
$9K
//Monthly Cost Savings
$9K
case studies
A selection of projects where we automated workflows and delivered measurable results.
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Northbridge Consulting
Work Reduction
38%
Leads Growth
2.7x
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Aureon Digital
Work Reduction
3x
Leads Growth
62%
Aureon Digital
Work Reduction
3x
Leads Growth
62%