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Marketing
Automated Client Onboarding & Reporting Saves 10 Hours/Week
Client Overview
Growing SEO agency onboarding 4–6 new clients monthly.
Challenge
Manual onboarding emails, document collection, and performance reports took hours each week.
- Manual email sequences time-consuming
- Document collection unorganized
- Performance report generation taking hours
Solution
Fully automated onboarding with AI-generated performance reports.
Automated onboarding emails with personalized forms for credentials
AI checks received data, validates logins, and stores safely
Monthly performance reports auto-generated from analytics data with executive summaries
Notifications for missing client inputs
Visual Implementation
Example onboarding form + auto-report PDF preview
"
Clients love our 'instant reports' — it makes us look huge.
— Operations Lead
Results
10+ hours
Time saved weekly
+30%
Reporting accuracy
-60%
Client setup time
Tools Used
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