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Professional services firm, 120 employees
Each new hire triggered a 30-step checklist spread across HR, IT and the hiring manager: accounts to create, licences to assign, documents to send, intro meetings to book. Steps were missed weekly, new starters waited days for access, and HR spent two to three hours per hire chasing completion by Slack.
A signed offer now triggers the full onboarding sequence automatically: accounts provisioned, licences assigned, welcome documents sent, checklists created in Notion and intro meetings scheduled. Approval-sensitive steps route to the right owner with one-click sign-off, and a live status board shows exactly where every new hire stands.
Notion
Airtable
SlackA growing sales team was losing deals to faster competitors. We built an end-to-end lead pipeline that captures, enriches, scores and routes every inbound lead the moment it arrives.
Reconciliation across payments, invoicing and accounting ate a full working week every month. We automated the matching so exceptions are the only thing humans touch.
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