Advisory
Automation system that saved 12 hours per week
Lumen Advisory needed to reduce manual onboarding while keeping a premium client experience.
Timeline
3 weeks
Tools
NotionZapierSlackGoogle Sheets
Context
The challenge
Lumen Advisory needed to reduce manual onboarding while keeping a premium client experience.
Strategy
Our approach
We aligned narrative, conversion flow, and operations to build momentum.
Mapped the delivery lifecycle
Automated onboarding and reporting
Documented workflows for the team
Execution
Deliverables
What we built to support the engagement.
Workflow map
Automation build
Client scripts
Operations documentation
Results
Outcomes
Measured gains after launch.
12 hours saved per week
Automated onboarding journey
Improved client satisfaction scores
Lessons
What we learned
Clear positioning and calm systems consistently create momentum for premium teams.
Ready to apply these lessons?
Book a call and we will map the right next step for your team.