Industry
Industry
Fintech
Fintech
Headquarters
Headquarters
Miami, FL
Founded
Founded
2019
Company size
Company size
11-50
Challenge
Clario was losing users during onboarding. Confusing UX and limited guidance caused drop-offs before users activated their accounts. Meanwhile, support agents were drowning in repetitive questions about account setup and app features, slowing down operations and frustrating new users.
Results
We redesigned the onboarding journey with an AI-powered helpbot and personalized helpflows to walk users through key actions. In just 30 days, onboarding completion improved by 35%, week-1 retention more than doubled, and help tickets dropped by 40%. The support team could finally focus on higher-value requests.
35%
Improved Onboarding Process
Improved Onboarding Process
2.4x
Boost in Week-1 Retention
Boost in Week-1 Retention
40%
Drop in Support Tickets
Drop in Support Tickets
Trusted by Professionals
Trusted by Professionals
While most of my client reviews are NDA-protected (because, you know, top-secret agency white label stuff), I managed to sneak in a few favorites from my previous partners.
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ