The client is an interview preparation company. They help job seekers with resume reivew and interview prepartion. The team works remotely and they have been growing their client base in recent years.
As the company grew, it got harder to manage client onboarding. They have tried many project management softwares like Trello and Monday.com but no software can automate all their workflow in one place with ease.
The company receives leads from LinkedIn messaging and email. Leads ask about questions like type of package and indicate if they are ready to buy. After payment is made, there are questionnaires the client needs to have answered. All relevant documents are passed to the team to review.
We automated the whole client onboarding process. When a lead reaches out, our AI understands their intent. We send information about our services where the lead can decide the service they want. This can be done on LinkedIn or email.
After the lead indicated they want to pay, we send a payment link out and our program automatically verifies if the payment has been indeed paid into our client’s account.
A questionnaire is sent out for the client to complete, a reminder is triggered if they have not completed it. After completion, our program automatically sends her team all the information about the customer such as resume, questionnaire and other requirements the client requested.
There was much time spent on customer onboarding before with a lot of manual work. Now, all that manual work is automated and the team can spend more time selling.