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By replacing a fragmented, manual onboarding workflow with an automated pipeline-to-portal system, Gosport Indonesia transformed a 3-hour administrative burden into a 30-minute hands-off process—freeing their sales team to close deals instead of chasing paperwork.
Client Onboarding Automation
Sales Pipeline Integration
Workflow Centralization
Gosport Indonesia
SaaS platform for arena booking management
Challenge
Every new client meant three hours of administrative friction. Sales reps manually copied data from previous invoices, re-typed client details across multiple documents, and coordinated contract delivery through scattered email threads. The onboarding bottleneck created delays that frustrated new clients and pulled the sales team away from revenue-generating activities.
Solution
- Built an automation that triggers invoice generation the moment a deal closes in the sales pipeline—eliminating manual data entry entirely.
- Created a post-payment onboarding sequence that automatically provisions client portal access, delivers contracts, SOPs, and training materials without human intervention.
- Designed a centralized dashboard to track each client's onboarding status, surfacing exactly where every new account stands in real time.
Impact
- Client onboarding reduced from 3 hours to 30 minutes—an 83% time reduction.
- ~90 hours reclaimed annually (based on 3 client onboardings/month), equivalent to 2+ full working weeks returned to the sales team.
- Data entry errors eliminated through automated field mapping from pipeline to invoice.
- Client inquiries reduced by ~40% as all critical information now lives in a self-service portal with clear SOPs.
- Complete visibility into onboarding pipeline status—no more "where's this client at?" Slack messages.