At Adfuel, a vibrant marketing agency specializing in digital advertising, efficiency is key.
Adfuel's Lead Web Developer and Digital Marketing Manager, Gaurav shares how Leadsie has revolutionized their client onboarding process, helping them onboard over 300 clients with ease and precision.
Onboarding challenges before Leadsie
Before discovering Leadsie, Adfuel's client onboarding was a time-consuming and frustrating process.
They needed to gain access to clients' various platforms like Facebook, Google Analytics, and Google Tag Manager using a very manual process.
Gaurav recalls,
“We had to get on phone calls with clients, use screen sharing, and guide them through delegating access. Most of our clients aren't very tech-savvy, so it was a challenge to navigate through their profiles remotely.”
Clients often found the steps confusing and tedious, leading to delays in campaign launches and causing frustration for both parties.
“It was not only time-consuming but also left a poor impression on our clients.”
Definitely not what you want when you're trying to show new clients your professionalism and efficiency!
Smooth sailing with Leadsie
Fortunately, Leadsie changed everything.
As part of their new onboarding process, Adfuel now sends clients a white-label link with their agency logo.
If clients are already logged into their Meta/Gooogle/TikTok accounts, they can assign account access with a simple click.
“With Leadsie, all we need to do is send them a link. If they're logged in, the client clicks a button to delegate access. It's incredibly straightforward.”
This seamless approach has eliminated the need for lengthy phone calls and screen sharing sessions, significantly reducing the time and effort required from both Adfuel and their clients.
Happy clients, efficient operations
Since using Leadsie, it has significantly boosted client satisfaction and operational efficiency at Adfuel.
What used to take three to four business days now takes mere minutes.
“The onboarding process used to take like three to four business days. Now it's just a button click.”
This efficiency accelerates campaign launches and enhances the overall client experience.
Clients appreciate the simplicity of Leadsie.
Gaurav explains, “With our old process, most of the clients got frustrated and would even suggest making new Facebook pages if they couldn't figure out how to give access via the Meta Business Manager."
"With Leadsie, they just click a link, and it's done. It's a big relief for them and for us.”
Quantifiable benefits
Not only have the time savings have been immense with Leadsie, but it also saves a ton of hassle.
"It makes the first step of setting up a campaign much easier.”
This efficiency allows Adfuel to focus more on strategic activities rather than administrative tasks.
Moreover, the reduction in onboarding time has financial benefits. By minimizing delays, Adfuel can start campaigns sooner, delivering results faster. This not only enhances client satisfaction but also boosts Adfuel's reputation for reliability and professionalism.
Life with Leadsie
Leadsie has been a game-changer for Adfuel, transforming a cumbersome process into a seamless experience.
As Gaurav succinctly puts it,
“Leadsie has saved us a ton of time and hassle. It makes the first step of setting up a campaign much easier, allowing us to focus on delivering results for our clients.”
Give Leadsie a try for yourself
Are you a marketing agency looking to transform your client onboarding process and build stronger client relationships like Adfuel did?
With Leadsie, you enhance efficiency, client satisfaction, and overall operational effectiveness.
Don't just take our word for it! Check out the tool for 14 days for free, no credit card required.
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