senior-businessman-sitting-chair-with-laptop-sitting-front-his-team-office.jpg

Projekt: Onboarding

Sofia Kakkava is a coaching psychologist and founder of “Coach the Coach,” a training program for aspiring coaches.

Schlicht & Partner supported the development of an automated onboarding and payment system that relieves the burden on their team and guides new customers through the start-up process in a structured manner.

“ Thanks to the collaboration with Schlicht & Partner, I was able to fully automate 80% of my internal processes, from initial contact through onboarding to customer communication .

It feels like I've gained a whole back office team.
Only digitally.”

Sofia Kakkava, Founder and CEO

How We Built the Automated Onboarding

1) Analysis

We analyzed the existing onboarding processes, communication procedures and payment methods in detail.
All manual bottlenecks and time wasters were clearly visible.

2) Infrastructure

Based on Sofia's customer journey, an automated onboarding process was developed – including a welcome email, forms, and contract process.
Everything tailored to your programs, language and target group.

3) Integration

The solution was integrated into existing tools and technically implemented – including invoicing, reminders and access to learning materials.
This means that the start for new customers takes place entirely in the background.

4) Handover

The system was documented, tested and handed over to the team.
With minimal training, it could be used immediately in everyday life. Reliable, scalable, and time-saving.

This is how Onboarding works today

Automated.