B2B services agency · 34 people
Cutting a six-day onboarding to the same afternoon.
- Problem
- New client onboarding ran six working days across five tools and forty-plus manual steps.
- Constraint
- No budget for new headcount, and the ops lead was a single point of failure for every account.
- System
- An orchestrated intake pipeline: form, enrichment, document generation, CRM records, workspace provisioning, with one human approval gate.
- Implementation
- n8n orchestration, LLM document drafting, CRM and workspace APIs, Slack approvals, audit logging.
- Onboarding time
- 6d → 4h
- Returned per month
- 110 hrs
- Missed setup steps
- 0