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Zapier > 实例探究 > 为单人业务自动化客户引导
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Automating Client Onboarding for a One-Person Business

技术
  • 应用基础设施与中间件 - 数据库管理和存储
  • 基础设施即服务 (IaaS) - 云数据库
适用行业
  • 水泥
用例
  • 时间敏感网络
  • 资产跟踪
挑战
Startup Audits 的创始人布拉姆·坎斯坦 (Bram Kanstein) 因单人操作中的手动任务而陷入困境。他需要更好的客户引导流程。
关于客户
Startup Audits 是由 Bram Kanstein 创办的一项单人业务。它旨在通过公正、严肃地审视初创公司的业务,指导他们迈向下一步。
解决方案
Bram 在应用程序自动化工具 Zapier 中找到了一个解决方案,这使他能够自动化客户加入流程。
运营影响
  • The implementation of Zapier has brought about a significant transformation in the operations of Startup Audits. The automation of the client onboarding process has not only saved time but also enhanced the efficiency of the business. Bram now spends more time with his clients and their startups, rather than writing emails and adding rows to spreadsheets. This has allowed him to have a broader focus on his business, helping him see the 'forest for the trees'. The automation has also ensured a smoother and more streamlined client experience, as they receive their instructions and information promptly.

数量效益
  • Significant reduction in time spent on manual tasks related to client onboarding

  • Instantaneous client onboarding process

  • Automated creation of client folders, documents, and emails

相关案例.

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