Client

Oki-Media

Services

Client Onboarding, Agency SOPs, CRM implementation.

Year

2022
CRM Implementation

Oki-Media

Simplified and automated Oki-Media's client onboarding and deal management

The Challenge

Oki-Media was facing a challenge in managing their growing business as their client onboarding and deal management processes were becoming increasingly complex. They needed a solution to streamline these processes and reduce manual effort.

How Attomic helped

To help Oki-Media streamline their operations, we implemented an automation system using a combination of Make, Notion, Calendly, and Google Docs. This allowed Oki-Media to automate their client onboarding process, reducing manual effort and increasing efficiency. Calendly helped Oki-Media manage new client enquiries and scheduled appointments, providing a streamlined and efficient process for onboarding new clients. Additionally, the integration of Notion and Calendly helped Oki-Media manage their deals more effectively, providing a centralized location to track deals and automate reminders. With Notion, we were also able to automate and standardize their agency SOPs, ensuring consistency in their operations and freeing up time for more important tasks. I trained Oki-Media's team on how to use Notion, so they could fully utilize the tool and continue streamlining their processes going forward.

The Outcome

With the new automation system in place, Oki-Media was able to streamline their client onboarding and deal management processes, reducing manual effort and increasing efficiency. The integration of tools such as Make, Notion, Calendly, and Google Docs helped Oki-Media manage their growing business more effectively, freeing up time for more important tasks and allowing them to focus on growth.

Latest works

Workflow Automation
We automated their attendance tracking reducing manual effort and freeing up time for more important tasks.
Workflow Automation
We streamlined their invoicing process and client onboarding with the help of Zapier and Airtable.