Marketing Agency Standardizes Onboarding & Saves $3,900 Per Month Through Automation Pipelines

This digital marketing agency was scaling fast — but internal processes weren’t keeping up. Contractor onboarding, client onboarding, SOP training, and milestone tracking were managed across spreadsheets, Slack threads, and emails.

Errors happened. Deadlines slipped. The leadership team had zero operational visibility.

They implemented the AE Elite Plan to standardize workflows at scale.

Business Challenges

• No standardized onboarding
• High admin workload
• Missed tasks and steps
• Client onboarding delays
• Time-consuming contractor training
• No accountability system

Growth exposed inefficiencies.

Automation Systems We Delivered

• Role-based onboarding pipelines
• Task-based workflow tracking
• SOP acknowledgment tracking
• Performance milestones
• Internal alerts
• Centralized dashboards

New hires and clients flowed through predefined workflows — reducing friction.

Impact on Business Performance

✔ Onboarding time cut from 21 days to 7
✔ Client onboarding errors eliminated
✔ New hire productivity doubled

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Financial Impact

The agency recovered ~26 staff hours per week of admin time.

26 hrs/week × $37.50/hr
= $3,900/month saved

Those hours shifted toward billable work — not admin chaos.

Strategic Outcome

The firm became:

• Scalable
• Predictable
• Measurable
• Easier to manage
• Easier to grow

Automation created operational maturity — without adding payroll.

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