Client Onboarding Task Sequencer for Marketing Agencies
Why This is an Opportunity
This addresses a specific workflow breakdown in client onboarding by providing a task sequencer that agencies can customize per client, ensuring all necessary steps are followed. The app organizes tasks hierarchically, sends automated reminders, and tracks progress. Simple CRUD architecture fits this need well.
Key Pain Points
- •Existing approach requires manual checklist adjustment per client
- •Email threads are inefficient for tracking onboarding tasks
- •No automated reminders lead to missed follow-ups
- •Lack of task standardization results in inconsistent client experiences
- •Spends unnecessary time coordinating tasks across team members
Original Discovery
Marketing agencies often face the challenge of onboarding new clients systematically. They typically manage this via disjointed email threads and generic task lists, which lead to missed steps and a lack of standardization across different client types.
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