Kristen Bertolini Designs now starts onboarding each new client in one click, and its team spends the time on design.
“Now we can focus on our genius, which is helping our clients scale and grow by building awesome web designs and then building them.”
Ken BlowfieldDirector, Kristen Bertolini DesignsKristen Bertolini Designs is a website agency in Western Australia. It builds distinctive websites that help its clients win trust and make more sales.
The team was stuck in administrative work, and onboarding a new client was the heaviest part of it. Each one meant a proposal and an agreement to write and send, an email, files in Google Drive, a Slack channel, a Monday board set up section by section, and a questionnaire whose answers had to be turned into copy.
Director Ken Blowfield knew tools such as Zapier and Make could help. What he lacked was a way to turn the plan in his head into working automation.
Ken shared everything about how the studio worked and asked how it should be structured to run efficiently. We broke the business down step by step, agreed a plan for what to automate and in what order, and then built it in the studio’s own accounts, testing each step.
Every automation came with a Loom video and a written guide, so the studio can change it without us.
Timeline
Broke the business down step by step and agreed a plan for what to automate first.
Automated client onboarding so it runs from a single click, with a Loom video and written guide for each step.
Map excerpt · sample data
Operating mapOrder to invoice
Handoffs0→12
System screens · sample data
Today
Owner pulled in, per week
31times a week, down from 31
The studio saves 40 hours a month on client onboarding, and each new client now starts with one click. The time goes back to design and development, the work clients hire the studio for.
UK Linkology · Professional services
14 → 2people needed on one delivery team
Double-digit rise in team capacity, without hiring
“You've done something that I've not managed to do in 10 years of running the business.”
Scalerrs · Professional services
+40%revenue per employee, within 6 months
+40% average client value, in the same 6 months
“I was very amazed at how quickly you guys mapped out all of our services.”
WebTailor · Professional services
1x → 6–7xpersonalized outreach capacity
1x → 4–5x leads and client calls
“Now it takes us about two, three minutes to actually analyze the lead and create a lead list, so we can create one lead list per day, at least.”
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