Automating E-commerce Client Onboarding for SMMA

Email Engineers was stuck with a slow, manual onboarding process for new e-commerce clients. This involved extensive owner and employee time coordinating tasks, leading to bottlenecks and frustration.

We built an automated onboarding system leveraging Slack and Google Drive to streamline the process and free up valuable resources.

New client sign-up: Triggers a pre-written welcome message in a dedicated Slack channel, outlining next steps and expectations for a smooth transition.

Automated folder creation: Zapier integrates with Google Drive to automatically create personalized folders for each client, containing essential documents, brand guidelines, and marketing assets.

Task checklist in Slack: A pinned checklist guides the client through crucial onboarding steps, assigning deadlines and ownership for each item (e.g., product information gathering, content strategy setup).

Real-time communication: The Slack channel facilitates seamless communication between clients, the SMMA team, and any vendors involved, ensuring clarity and efficiency.

Knowledge base access: Links to a comprehensive internal knowledge base provide quick answers to common questions, empowering clients with self-service options.

Improved client satisfaction: Streamlined process & clear communication build trust and confidence.

Reduced risk of errors and omissions due to automated tasks and clear checklists.

Better project organization: Dedicated folders and clear task tracking keep everyone on the same page.