iSimplify is a training organisation that takes the complexity out of compliance for the mining industry. With the goal to simplify their processes, and maximise their automation, founder Lesley Cooper, reached out to Agility Automation for guidance.
Client Onboarding Doesn’t Have To Be Complex Even though I’m all about automation, I have to admit that my onboarding system for new clients was terrible. To create a proposal, and get a new client up and running, there were myriad steps, most of which had to be done manually, myself. As I started …
How I Built A One-Click Client Onboarding System Read More »
Steve Hoff, President of Leadclasses.com, was referred by a client to Agility Automation in early 2020 for automation consulting. We built them automations that saved countless admin hours.
