ClearCompany
ClearCompany partnered with Tolveo to streamline and automate their client onboarding process. In just 75 days, they achieved a 3.8x faster onboarding time for HR teams adopting their platform.
CLIENT
ClearCompany
SERVICE PROVIDED
Client Onboarding Automation, Workflow Optimization, Growth Systems
TIMELINE
75 Days
🧩 The Challenge
ClearCompany provides talent management software designed to help organizations attract, engage, and retain employees.
As their customer base grew, so did the challenge of onboarding new HR teams efficiently. Manual workflows and fragmented processes created delays, frustrating clients and slowing adoption of the platform. ClearCompany needed a way to deliver a smoother, faster onboarding experience for new customers while reducing the operational load on their team.
⚡ The Solution
Tolveo designed an end-to-end automated client onboarding system that handled everything from initial account setup to training and system configuration.
AI-powered workflows sent personalized emails, triggered in-app tutorials, and guided HR teams step-by-step through implementation milestones. Progress dashboards gave ClearCompany's team full visibility into where each client was in the onboarding journey, allowing for proactive support when needed.
This automation enabled ClearCompany to scale onboarding efforts without adding headcount or sacrificing the quality of customer experience.
📈 The Results
ClearCompany reduced client onboarding time by 3.8x, enabling HR teams to fully implement the platform in a fraction of the time.
Customer satisfaction scores during onboarding improved significantly, and the internal operations team reported a 56% reduction in manual tasks tied to client launches.
“Tolveo transformed how we bring new clients onto the platform. What used to take weeks now happens in days - and the process feels seamless for everyone involved.”
- Laura Bennett, VP or Product Operations
