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Case study · Finishing client onboarding automatically

27 answers.Still no finished document.

The answers already existed. Somebody still had to move them into the branded document, add the client details, logo and completion date, name the file and send it to the right people.

I connected those last steps so the finished pack builds and sends itself.

The missing bit

All 27 answers neededsomewhere to go.

Each answer, client detail, logo and completion date had a named place in one master template.

27

answers placed

1

master template

0 creative interpretations of the formatting

What the team stopped doing

The client answers once. The finished document is built, named and sent without somebody rebuilding it by hand.

  1. The finished document builds itself.

    Once the client completes the questions, a new Google Doc is created from the branded template and named automatically.

  2. Nobody has to babysit 27 answers.

    The client details, logo, completion date and every response land in the right sections without a copy-and-paste session.

  3. The finished pack doesn’t sit around waiting.

    The client and team receive the branded summary and completed document as soon as it’s ready.

27 answers in. One finished client pack out.

Got a form that collects everything and then just leaves it there?

Talk me through what it collects and what needs to exist at the other end. I’ll connect the annoying bit in between.

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