// 01 — context
context
Accounting firm with 4 staff, new-client onboarding averaging 5 days.
// 02 — problem
problem
Too many email back-and-forths, lost documents, low conversion after signed quote.
// 03 — solution
solution
Onboarding pipeline: Yousign → doc storage → internal PMS connection → sequenced welcome email.
// 04 — result
result
Onboarding cut to 24h, +30% quote-to-client conversion.
// tech stack