How Business Automations reduced a financial company’s Onboarding process 80%in Just 8 Days
“We knew our onboarding process was costing us time, but we didn’t realise how much until DigitUX stepped in.”
Before partnering with DigitUX, our customer onboarding was a drawn-out, manual process. After sending new clients a questionnaire, the responses were collected in a Google Sheet — and that’s where the work really began. Each new submission meant hours spent manually transferring data into our CRM, with inevitable typos or missed fields. It was repetitive, time-consuming, and prone to human error.
The Challenge
- Inefficient workflow: Data had to be re-entered by hand from Google Sheets into the CRM.
- Time drain: On average, 15–20 minutes per new client just to update the CRM.
- Human error risk: Data mismatches occasionally led to delays in client communication.
The Solution
Within just 8 business days, DigitUX designed and implemented a tailored business automation that:
- Captures questionnaire responses instantly.
- Pushes the data directly into our CRM in real-time.
- Eliminates manual double-handling entirely.
The Result
- 80% time savings per onboarding (from ~20 minutes down to less than 3).
- Zero data errors thanks to automated, direct entry.
- Immediate ROI: The automation paid for itself in just one month of time saved.
Budget:$500-$1,000 to implement.
Implementation time: Less than one week.
“It’s hard to believe we put up with the old process for so long. This single automation has freed up hours each week, reduced errors to zero, and let us focus on growing the business instead of copying and pasting data. We can’t recommend DigitUX highly enough!”