How Amy streamlined client onboarding with Puzzl

Those Moments Design is a branding studio focused on mindful and intentional storytelling. Their work is shared with over 25,000 followers online!

We sat down with Amy Chan, founder at Those Moments Design, to learn how the studio streamlined their client onboarding using Puzzl. We discuss:

• The impact of automated onboarding on her business
• How she saw an increase in client confidence in her business
• Why Amy doesn’t hesitate to recommend Puzzl to every branding studio she knows

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Those Moments Design struggled with slow kickoff periods.

Before using Puzzl, Amy cited the kickoff period for projects to be very long:

• Multiple emails were sent back and forth for this process, including external third party emails from multiple tools
• Every part of client onboarding was disorganized, from contract sending to payments.
• This disorganization can lead to clients feeling a lack of professionalism from the business

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Optimize through 3 fronts:

In late 2022, Amy got access to Puzzl and immediately saw a positive change in kickoff periods. She saw how Puzzl handled the entire client onboarding process for her, ridding her of an admin process she was on the verge of hiring a PM to do.

She believes that adding someone to her business should help take the business to new heights, not just do the time consuming parts of admin.

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1. Two minutes to set up

Right after a kickoff call, Puzzl is ready to go. Start a new project, input project cost, a contract, the team members you’re working on the project with, and a welcome message. Puzzl will handle collecting the upfront payment, signing the contract, and sending a certified copy to your email.

🏎️ Puzzl’s fast tracked onboarding condenses Amy’s regular onboarding steps and time.

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2. All onboarding wrapped up in one email

Once Amy sends the onboarding flow through Puzzl, clients receive one email with one link. This takes them through paying upfront, signing the contract, and joining the portal. In the portal, they’re able to connect notifications to Slack or email, allowing them to constantly stay in the loop.

👌🏻 Puzzl’s organized onboarded helped Amy see an increase in client confidence about working with her.

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3. Making the client portal actionable

Amy’s welcome message include key client actions that they can take as soon as they join the portal. She attaches a PDF welcome guide and asks them to share any project necessary branding assets and accounts. Her feedback loops are quickly shortened due to this.

🗂️ Puzzl allows for Amy to continue to uphold the organization standard her clients have grown to love, beyond the onboarding process.

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Those Moments Design’s optimization, powered by Puzzl.

Through Puzzl, all professional service businesses are able to optimize every part of the project’s lifecycle, from kickoff to complete. You and your clients deserve the efficiency, organization, and focus to allow for the best possible outcome on every project.

With a system built for impact you can immediately see, Puzzl is a no-brainer tool to start, run, and scale your professional service business.