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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© 2025 Vertexi. Created by Resolve.

© 2025 Vertexi. Created by Resolve.

© 2025 Vertexi. Created by Resolve.