Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Industry
Performance Marketing
//Industry
Performance Marketing
//Industry
Performance Marketing
//Company Size
50 Employees
//Company Size
50 Employees
//Company Size
50 Employees
//The Challenge
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Strategy
We mapped the existing onboarding journey end-to-end to analyze every touchpoint, internal dependency and manual action required to activate a new client. This deep audit revealed inefficiencies, duplicated efforts and coordination gaps. Based on these insights, we identified repeatable processes that could be standardized and automated, reducing operational friction while delivering a faster and more consistent onboarding experience.
//Execution
The packaged automation system significantly reduced onboarding time by eliminating manual coordination and redundant steps. It improved internal clarity by defining clear responsibilities and structured workflows, while establishing a repeatable delivery framework that can scale consistently with new clients.
//Metrix
//Work Reduction
42%
//Work Reduction
42%
//Work Reduction
42%
//Leads Growth
35%
//Leads Growth
35%
//Leads Growth
35%
//Response Speed
50%
//Response Speed
50%
//Response Speed
50%
//Monthly Cost Savings
33%
//Monthly Cost Savings
33%
//Monthly Cost Savings
33%
case studies
A selection of projects where we automated workflows and delivered measurable results.
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
Cost Savings
28%
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
Cost Savings
28%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Industry
Performance Marketing
//Industry
Performance Marketing
//Industry
Performance Marketing
//Company Size
50 Employees
//Company Size
50 Employees
//Company Size
50 Employees
//The Challenge
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Strategy
We mapped the existing onboarding journey end-to-end to analyze every touchpoint, internal dependency and manual action required to activate a new client. This deep audit revealed inefficiencies, duplicated efforts and coordination gaps. Based on these insights, we identified repeatable processes that could be standardized and automated, reducing operational friction while delivering a faster and more consistent onboarding experience.
//Execution
The packaged automation system significantly reduced onboarding time by eliminating manual coordination and redundant steps. It improved internal clarity by defining clear responsibilities and structured workflows, while establishing a repeatable delivery framework that can scale consistently with new clients.
//Metrix
//Work Reduction
42%
//Work Reduction
42%
//Work Reduction
42%
//Leads Growth
35%
//Leads Growth
35%
//Leads Growth
35%
//Response Speed
50%
//Response Speed
50%
//Response Speed
50%
//Monthly Cost Savings
33%
//Monthly Cost Savings
33%
//Monthly Cost Savings
33%
case studies
A selection of projects where we automated workflows and delivered measurable results.
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
Cost Savings
28%
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
Cost Savings
28%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
Helix Legal Group
How we implemented a structured automation package that standardized onboarding and reduced delivery time for a digital agency.
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Automation Timeline
5 Weeks
//Industry
Performance Marketing
//Industry
Performance Marketing
//Industry
Performance Marketing
//Company Size
50 Employees
//Company Size
50 Employees
//Company Size
50 Employees
//The Challenge
We mapped the existing onboarding journey end-to-end to understand each touchpoint, dependency and manual step involved. Based on this analysis, we identified repeatable processes that could be standardized and automated, reducing friction while creating a more consistent client experience.
//Strategy
We mapped the existing onboarding journey end-to-end to analyze every touchpoint, internal dependency and manual action required to activate a new client. This deep audit revealed inefficiencies, duplicated efforts and coordination gaps. Based on these insights, we identified repeatable processes that could be standardized and automated, reducing operational friction while delivering a faster and more consistent onboarding experience.
//Execution
The packaged automation system significantly reduced onboarding time by eliminating manual coordination and redundant steps. It improved internal clarity by defining clear responsibilities and structured workflows, while establishing a repeatable delivery framework that can scale consistently with new clients.
//Metrix
//Work Reduction
42%
//Work Reduction
42%
//Work Reduction
42%
//Leads Growth
35%
//Leads Growth
35%
//Leads Growth
35%
//Response Speed
50%
//Response Speed
50%
//Response Speed
50%
//Monthly Cost Savings
33%
//Monthly Cost Savings
33%
//Monthly Cost Savings
33%
case studies
A selection of projects where we automated workflows and delivered measurable results.
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
Cost Savings
28%
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
//001
Aureon Digital
How we deployed an AI chatbot that qualified inbound traffic and routed high-intent visitors directly to the sales team.
Work Reduction
3x
Leads Growth
62%
Cost Savings
28%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
//003
Strativa Manufacturing
We implemented a custom AI automation system that streamlined lead handling and improved conversion tracking for a growing service business.
Work Reduction
29%
Leads Growth
48%
Cost Savings
35%