Prior to working with Konduit, the onboarding process was entirely manual and handled by a single hourly paid administrator. This included tracking onboarding attendance of new members, form submissions, subgroup assignments, and follow-ups and checkins—creating inefficiencies and placing strain on internal resources. The reliance on manual processes made it difficult for the team to scale or shift focus to more strategic initiatives.

We introduced Zapier to their tech stack and built over 25 custom automation workflows to fully automate their onboarding process. These automations replaced repetitive administrative tasks and streamlined communication between platforms, reducing the need for human intervention. As a result, the administrator role became redundant, freeing up significant operational capacity.

With onboarding fully automated, the team was able to reallocate their time and energy toward growth-focused initiatives such as member engagement, event planning, and corporate membership development. The founder gained back critical time to focus on strategic direction and high-impact opportunities. This transformation not only improved operational efficiency but also significantly enhanced the organization’s ability to grow and scale.