Case Study details
We partnered with a large real estate consulting and training organization to streamline their content studio onboarding process. The previous workflow was slow, required manual approvals, and was prone to errors, which hindered the team’s efficiency and customer conversion rates.
Challenge
The organization’s content studio onboarding process was inefficient and time-consuming, with multiple approval stages and manual input, often leading to delays and human errors. This not only affected internal productivity but also led to lower customer satisfaction
and conversion rates.
Solution
We developed a fully automated onboarding playbook, integrating key tools to create a seamless and error-free process. The automation reduced manual steps to a single final sign-off, ensuring that each onboarding step was completed quickly and accurately.
Result
60% reduction in process time.
30% increase in customer conversion rates.
Enhanced team productivity through improved workflow efficiency.
Custom AI
Assistant
We built a custom AI Chatbot that sounds like the client and only responds to queries with the client's proprietary content.
Student Advisory
Automation
We built a dashboard for tracking student performance metrics and automating support communication to students based on metrics.