Industry: Business Consulting & Services
Challenge
Manual client onboarding process causing bottlenecks, missed follow-ups, and inconsistent proposal quality
Solution
We designed and deployed an end-to-end AI-powered client admission workflow that transforms potential leads into onboarded clients with minimal manual intervention.
Key Features Implemented
- Intelligent Lead Qualification: Automated pre-consultation questionnaire analysis with AI-generated one-page summary reports identifying workflow opportunities and pain points
- Smart Meeting Analysis: Post-consultation transcript processing with context-aware decision routing (fit vs. reject scenarios)
- Dynamic Proposal Generation: AI agent analyzes consultation transcripts to auto-populate customized proposals with scope, pricing, and service breakdowns
- Automated Agreement Flow: Gmail monitoring with contextual classification of client responses, triggering signature requests via Google Sign/Adobe Sign
- Seamless Financial Integration: Automatic invoice generation and payment link distribution through Wave Accounting and Stripe upon agreement signing
- White-Glove Onboarding: Triggered welcome sequences with kickoff meeting scheduling and preparation checklists
“Partnering with Aificient Labs team was exactly what we were looking for. It was literally like handing over our problems to them just to be amazed by the sheer magnificent results they brought in with the system they built for us.”
Results
- Reduced consultation-to-proposal time by 87%
- Eliminated manual data entry across 14 touchpoints
- Improved proposal consistency and quality with AI-assisted drafting
- Achieved 100% follow-up rate on consultations
- Decreased administrative overhead by 12+ hours per week
- Seamless handoffs between team members (Shay, Ed) with automated notifications
150%
Revenue Growth
Increased by 150% within 8 months after implementing our strategic plan.
40%
Cost Optimization
Saved more than 50% of man hours a week
30%
Market Reach
Expanded into 3 new markets, increasing customer base by 30%.
90%
Customer Retention
Improved retention rate from 60% to 90% with targeted marketing and enhanced customer experience.