Our client had a largely manual onboarding process that took prospects from the website into a process that included the exchanging of DocuSign contracts before the user could access the platform.
Overview
Opportunity
We saw an opportunity to digitize this process. This required liaising with the legal department regarding electronic contract signing, planning and mapping the process to the HubSpot CRM. This cut the entire registration process down from seven days to 24 hours.
The Plan
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Align teams
We had to align 5 teams: legal, financial, customer service, sales and marketing, in order to make this project a reality.
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New website, stepped up UX
We built a new website following UX best practices to direct traffic and improve the customer journey.
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New support area
Improved sales form conversion quality through a new support area which we integrated with HubSpot Service Hub to corral support inquiries out of the sales channel.
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Online demo area
We created an online demo area with a gated form to capture prospects not yet ready to make contact but interested in service.
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Complete digitation of customer onboarding including electronic contract signing
We digitized the new customer onboarding process, added electronic signature greatly reducing the need for Docusign, integrated it with HubSpot and configured it to trigger CRM, sales and marketing automations.
Want these types of results?
REACH OUT TO SALESResults
- Doubled form conversions
- Doubled new account registrations
- 36% of new accounts registered with ZERO human contact