GreenLeaf Organics
Example · Case study
How GreenLeaf cut onboarding from six weeks to nine days
78%
faster client onboarding
9
days to onboard a client
33
days saved per client
The challenge
Every new GreenLeaf client meant six weeks of kickoff calls, data imports and training sessions, run by the same five people. The waitlist grew faster than the team could clear it, and new clients spent their first month waiting instead of ordering.
“By the third kickoff of the week we were reading the same slides on autopilot,” says Maya Chen, Head of CX. “Clients could feel it. They’d signed up excited and we made them sit through a month of homework.”
The solution
GreenLeaf moved onboarding into Kitebase. Data imports that used to take two calls now run from a template clients fill in themselves, and the live training sessions became short guided walkthroughs clients take at their own pace, on their own schedule.