Scaling Teams Efficiently
We Onboarded Over 300 Sales Agents in One Month
We've built onboarding solutions for sales agencies collecting petition signatures. We successfully onboarded over 300 new employees within one month, collecting and securely storing sensitive information, generating contracts, W-9 forms, and conduct agreements. Our platform provides mass SMS messaging capabilities to communicate with all agents or specific groups based on location, manager, and other criteria.
Efficient Scaling Solutions
How We Managed Mass Onboarding
Our approach to onboarding hundreds of sales agents combined secure data collection, automated document generation, and effective communication tools to create a seamless process that scaled effortlessly.
- Secure Information Collection
- Collected and securely stored sensitive information for all new employees in a compliant system.
- Automated Document Generation
- Generated contracts, W-9 forms, and conduct agreements automatically for each agent.
- Mass SMS Communication
- Implemented mass SMS messaging to communicate with all agents or specific groups based on location or manager.
- Streamlined Onboarding
- Created a seamless onboarding process that eliminated bottlenecks and manual paperwork.
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Our Onboarding Technology
Our success was only possible because of our experience, flexible effortless.one platform that avoids boilerplate, and AI development agents we use to build software at rocket speed.
- Flexible Platform
- Our effortless.one platform eliminates boilerplate code and accelerates development.
- AI Development Agents
- We leverage AI agents to build software components rapidly and efficiently.
- Team Management
- Comprehensive tools for managing large teams across different locations and managers.
