SERVICES
Growth hacking
Streamlining B2B Onboarding; 70 days to 1 day
Services Provided
CHALLENGE
From 70 days to 1: we cut B2B onboarding down to a single day with automation, alignment, and a dash of common sense.
APPROACH
We mapped customer personas and behaviours to locate friction points. Then we aligned Communication between teams, introduced automation tools for outreach and workflows, integrated data across platforms, and designed personalised email flows to replace repetitive manual processes.
OUTCOME
Onboarding time dropped from 14 weeks to just 1 day. Automation streamlined follow-ups, integration removed silos, and alignment across departments cut out the delays. Personalised outreach built trust and smoothed the sales funnel. The client not only accelerated onboarding but also unlocked the capacity to scale relationships more effectively.
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Our approach
1. Uncovering the Bottlenecks
Marketing, Sales, and Operations worked in isolation. Contracts bounced back and forth. Manual follow-ups stalled progress. Prospects waited months before moving forward, delaying both revenue and relationships.
2. Behaviour-Driven Personas
We developed detailed personas to understand where prospects hesitated and what reassurances they needed to commit.
3. Automating and Integrating
By introducing tools like HubSpot, Salesforce, and Zapier, we automated follow-ups, integrated data, and eliminated duplication of work.
4. Building Trust Through Personalisation
We crafted tailored outreach beyond the website; emails, triggered workflows, and trust signals that addressed prospect concerns directly. This clarity sped up decision-making.
5. Redefining Speed and Scale
The result was dramatic: onboarding reduced to 1 day. The client now had the systems to handle more customers with less friction, while maintaining strong, personalised relationships.
Key Takeaways
Aligning teams saves time and prevents costly silos.
Automation is about removing friction, not just adding tools.
Personalisation builds the trust needed for B2B contracts.
Speed unlocks scale.
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