How Automating Onboarding Increased Leads by 3101%

We specialise in developing solutions that transform the way our clients do business. A recent project with a leading email delivery specialist aimed to rework their onboarding process, resulting in a remarkable 3101% increase in leads.

Challenge

The client faced a significant challenge with their existing onboarding process. It was manual, labor-intensive, and often left new users waiting for up to a full day before they could start using their accounts. This delay not only affected user satisfaction but also posed a barrier to growth and lead generation. Our task was to create an automated onboarding system that would streamline the process, cut down waiting times, and ultimately enhance user experience.

Key Focus Areas

In designing the new onboarding system, we focused on two critical aspects:

Ease of Access: Our goal was to create a simple and intuitive flow that allowed prospects to start their email campaigns with just a few easy steps.
Security and Misuse Prevention: To ensure a secure system, we integrated straightforward authentication and configuration steps, providing a balance between user-friendliness and safety.

Execution and Deployment

The project took just over half a year from planning to deployment. Our team worked diligently to bring the concept to life, incorporating feedback and iterating on the design as needed. The result was a fully automated onboarding system that dramatically reduced the time required to set up new accounts.

Results

The impact of the new onboarding process was immediate and significant:

Reduced Time for Account Setup: With automation in place, users could start their email campaigns almost immediately after signing up.
3101% Increase in Leads: The new system's efficiency led to a dramatic surge in the number of accounts created, proving its effectiveness.
Operational Efficiency: By reducing manual intervention, the client's team could focus on other critical aspects of their business, enhancing overall operational efficiency.

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