Case Study
How NetLoom Automated 60% of Their Client Onboarding
A WordPress agency's journey from manual chaos to AI-powered efficiency
The Challenge
NetLoom, a growing WordPress development agency with 15 developers, was drowning in manual client onboarding. Every new project meant:
Endless email chains to gather requirements
Inconsistent quote generation (varying by who created it)
Projects starting without clear scope documentation
8+ hours per week lost to administrative back-and-forth
Lost Productivity
8+ Hours / Week
Administrative Back-and-forth85% of onboarding time
The Solution
TrevisLabs deployed AI agents to automate the entire intake-to-kickoff pipeline:
Smart Intake Processing
AI analyzes form submissions, extracts requirements, flags edge cases
Automated Quote Generation
Consistent, accurate quotes generated in minutes, not hours
Project Brief Creation
Comprehensive scope documents auto-generated and sent to team
Client Communication
Automated status updates and next-step emails
Integration: Typeform → AI Agents → Notion + Slack
Live in 2 weeks
The Results
| Metric | Before | After |
|---|---|---|
| Onboarding time | 3-5 days | Same day |
| Quote accuracy | ~70% | 95%+ |
| Admin hours/week | 8+ hours | 3 hours |
| Client satisfaction | Variable | Consistently high |
"We went from chaos to clarity. Every project now starts with perfect documentation. Our developers love it, and clients notice the difference."
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