How We Cut ByteLoop’s Onboarding Time by 67%
OVERVIEW
ByteLoop was growing fast—but their onboarding process couldn’t keep up. New clients were waiting days just to get started, and team members were bogged down manually sending documents, explaining next steps, and tracking progress across Slack, email, and Notion.
They needed a smoother, faster, more scalable way to get clients up and running—without sacrificing the personal touch.
THE KEY
We built a modular AI automation funnel that did the heavy lifting:
Pre-qualified leads via custom-built intake flows
Auto-routed new clients into the right onboarding path
Triggered step-by-step emails, assets, and calendar invites
Gave ByteLoop’s team a real-time view of where each client was in the process
All without writing a single line of code.
RESULT
Client onboarding time dropped from 3 days to under 24 hours.
Support tickets during onboarding fell by 42%.
And ByteLoop’s team saved 8+ hours/week—now spent actually helping clients, not chasing them.
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