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Marketing agencyAutomation Integration

Client onboarding cut from three days to twenty minutes

Every new client meant contracts, invoices, folders and a ClickUp project set up by hand. Now it happens when the deal is won.

20 minto onboard a client
0missed setup steps
9 hrssaved per client
Hero image: the system, a dashboard or the client team
01 / The challenge

What wasn’t working

Describe the client’s situation before the build: what they were doing manually, what it was costing them, and why it mattered. Two or three short paragraphs work best.

Include one concrete detail, such as how many hours a week went into the task, or how many leads were missed.

02 / What we built

The system

Explain the solution in plain language, step by step.

  1. Trigger: what starts the system
  2. Step: what happens automatically
  3. Step: where AI or data is used
  4. Result: what the team or customer sees
03 / The results

What changed

Summarize the outcome with the numbers above, and anything the client noticed that’s harder to measure, like less stress or faster replies.

Client quote goes here. One or two sentences about the result in their own words.
First name or initialsRole, Marketing agency

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