Customer Onboarding Automation

We developed a seamless onboarding automation system integrating HubSpot, automated email sequences, and real-time team alerts.

🔹 Goal: To streamline the client onboarding journey, reduce manual effort, and improve response times.
🔹 Solution: Automated workflows triggered by new sign-ups, personalized email nurture campaigns, and instant team notifications for timely follow-ups.
🔹 Impact: Faster onboarding, better client engagement, and improved team efficiency.