Nocta
Rebuilding client onboarding from a manual bottleneck into a seamless automated flow.
Team
25 people
//The Challenge
Nocta was onboarding new clients through a mix of emails, shared folders, and manual task creation. The process took up to five days, required constant follow-up from the account team, and created a poor first impression for clients paying premium rates.
//What We Built
We built a fully automated onboarding sequence triggered the moment a contract is signed. Contracts generate automatically, welcome emails personalise to each client, project workspaces create themselves, and the account manager receives a single briefing summary — no manual steps required.
//The Outcome
Onboarding time dropped from five days to four hours. The account team stopped losing afternoons to admin and clients consistently described the new experience as the most professional onboarding they had encountered.
// The Metrix