Regional Marketing & SEO Agency
Boston Digital Agency: Client Onboarding Automated in Under 3 Minutes
A 15-person digital marketing agency replaced manual, multi-hour client setup tasks with a unified onboarding flow triggered directly by contract signature.
Manual setup time
Reduced from 2.5 hours to 3 minutes
Kickoff delay
Zero delay — campaigns launch instantly
Onboarding data errors
Completely eliminated
What was breaking
Account managers were spending up to 3 hours manually provisioning client Slack channels, Google Drive folders, ClickUp task boards, and email sequences. This delayed project kickoff, created human errors (like incorrect folder permissions), and distracted AMs from strategic high-value client work.
What changed
Moonwalk Projects connected HubSpot CRM to ClickUp, Slack, and Google Drive using a centralized workflow engine. Contract execution instantly provisions a standard, perfectly organized client environment on autopilot.
How the workflow works now
The workflow triggers when a HubSpot contract moves to "Closed-Won", matching the exact parameters Marcus Vance described.
A structured folder hierarchy is built instantly in Google Drive with client permissions pre-configured.
A client-specific Slack channel is established, with automated welcome assets and the account manager pre-assigned.
ClickUp project workspaces are cloned from standardized templates depending on the campaign types purchased.
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