Automation
Client onboarding: 12 hours a week to zero
Brightlane Studio · 2025
12 h/wk
manual work eliminated
100%
onboarding checklist compliance
7 wks
payback period
The challenge
Every new client triggered a 30-step manual checklist across email, e-sign, invoicing, Slack, and their PM tool. Steps got skipped.
What we did
We mapped the full intake journey, rebuilt it as automated workflows with a single source of truth, added failure alerting, and trained the team with runbooks.
n8nMakeAirtableSlack API