Project Details
Built and led ClientFlow, a lightweight SaaS platform to streamline client onboarding, document tracking, and SLA monitoring for B2B service companies.
Launched an MVP using Airtable and Google Data Studio, onboarded 10–15 pilot clients, and achieved:
📈 91% SLA adherence
⏱️ 25% faster onboarding
💬 4.3/5 average client satisfaction
Focused on solving real operational gaps for PR agencies, compliance firms, and service-based SMBs with a simple, no-code-first solution.
Project Type:
SaaS platform for B2B client onboarding and SLA tracking. It was built and led by a solo founder.
Problem:
Onboarding processes were disorganized and scattered across various platforms.
SLA deadlines were missed due to a lack of task visibility and structure.
Compliance documents were often delayed or lost.
There was no central dashboard for monitoring onboarding status.
Solution:
A centralized, lightweight platform for managing client onboarding.
Enables teams to track onboarding checklists and deadlines.
Facilitates the collection and monitoring of compliance documents.
Provides alerts for delayed tasks or SLA breaches.
Features simple dashboards for real-time progress monitoring.
Key Metrics (Pilot Program Results):
SLA Adherence Rate: Increased from 72% to 91%.
Average Onboarding Time: Reduced from 10 days to 7.5 days.
Missed Deadline Rate: Dropped from 100% to 60%.
Client Satisfaction (CSAT): Improved from 0.0 to 4.3.
