Case Study
SaaS Startup Automates Client Onboarding - Saves 3 hours Per Client
Bracket Labs — B2B SaaS, 29 employees, Series A ($2.1M raised)
Challenge
Every time Bracket Labs onboarded a new customer, their operations team manually executed a 14-step process: sending welcome emails, creating Notion workspaces, setting up Slack channels, scheduling kick-off calls, sharing documentation, and updating their CRM. With 25 new clients per month, this consumed 75+ hours of ops time — and still produced inconsistent handoffs.
What we Built
End-to-end client onboarding automation triggered by CRM deal closure
Auto-generated welcome email sequence with personalized content by plan tier
Notion workspace auto-creation with pre-filled client info and project templates
Slack channel creation with auto-invites for internal team and client contacts
Calendar invite automation for kick-off call with pre-meeting checklist
HubSpot CRM auto-update at each onboarding milestone
Results
Full onboarding sequence completes in under 9 minutes, down from 3+ hours
75 hours/month reclaimed for the operations team
Error rate in onboarding dropped to near-zero (was ~30% manual error rate)
Client satisfaction during onboarding increased — faster access, consistent experience
Ops team repurposed time toward product feedback and customer success work
"Every new client used to mean an afternoon of manual work. Now the moment a deal closes, everything is handled automatically. Our clients get a better experience, and our team isn't drowning in setup tasks."
Mia Torres, Head of Operations