- The problem
- The client needed to onboard a large wave of sales agents fast, with secure document collection, agreement tracking and visibility into where agents got stuck, without waiting on a slow custom build.
- What we built
- An onboarding platform built in 7 days, with e-signatures for W-9s and agent agreements, secure document access and tracking, and role-based permissions from owner down to individual agent. Built-in AI chat and a ticketing system handle agent support.
- What they own
- The platform they got in 7 days is still their system of record for onboarding, with monthly roadmap reviews adding features as their needs change.