Streamlining Client Onboarding with an Automated Contract Generator

Developed a white-label contract generator system integrated with a CRM to streamline client onboarding and ensure accurate information collection for wedding photographers.

Initiation

  • Identified need for accurate client information and efficient onboarding

Planning

  • Designed white-label contract generator system
  • Planned integration with CRM for streamlined workflow

Development

  • Built contract generator with customizable web form
  • Integrated system with CRM for data accuracy

Launch

  • Launched contract generator for wedding photographers
  • Verified client email addresses through approval process

Growth

  • Streamlined client onboarding process
  • Eliminated errors in client contact information
  • Improved efficiency in design delivery
  • Enhanced communication with clients

Improving Efficiency and Accuracy in the Wedding Photography Industry

In the wedding photography industry, obtaining accurate client contact information from photographers in a timely manner is crucial for efficient design delivery. To address this challenge, I developed a white-label contract generator system that incentivized photographers to collect this information during their sales meetings.

The system was integrated with a CRM, allowing photographers to easily create customized contracts by filling out a simple web form. Clients then received an email to review and approve the contract, verifying their email address in the process. By implementing this streamlined approach, I was able to eliminate all errors in client contact information, leading to enhanced efficiency throughout the design delivery process.

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