Agency: Jack Morton Worldwide
Use Case: Scaling Talent Network with Inbound Interested Candidates
Jack Morton leverages automated onboarding workflows + their own brand to scale their freelance talent pool on autopilot.
The agency saved over 16,000 hours onboarding 2,000 new talent in the last 18 months. What’s more, these 2,000 new interested freelancers came inbound, and were automatically onboarded, while the Jack Morton team was freed up to work on other things.
*“We saw results on day one. Our onboarding time is faster, more efficient. It forced us to rethink how we want to workflow people to make it a better experience for them, and to make it faster and easier for us.”
“If we just do math in a single office, we can have as many as eight to 12 freelancers being onboarded in a week. Each one of those would normally require eight hours of sourcing and messaging – so that’s like 80 hours that nobody could do in a week.”*
Publishing: Fragment Media Group
Use Case: Automatically Collect Payment Details + Agreement Signatures
Before using automated onboarding, The Daily Dot’s parent company Fragment Media wasted a solid five hours a week with constant onboarding, chasing down payment details and sending agreements for signature. Now, they can use that valuable time for creativity and strategy.
“Before Worksuite I would guess we’d probably spend a solid five hours a week with constant onboarding, chasing down payments, sending an agreement, and so forth. Now we have more time to look at other processes and spend our time on the big picture stuff.”
Coaching: Hugo Mentors
Use Case: Share Playbook/Guidelines With All Coaches
Not only do automated workflows give you all the details you need – they also give your freelancers everything they need. Hugo Mentors automatically onboards their coaches with a comprehensive playbook, which saves their team 30 emails a day.
Digital publishers use workflows to share editorial guidelines with freelance writers. Creative agencies can share their client’s brand guide to get a designer up to speed quickly. All without lifting a finger.
“I would say Worksuite increased our capacity by a third, because we could standardize and automate a lot of our processes. Instead of having to deal with 30 emails a day from mentors who couldn’t figure out how to log in or submit something, we now have this comprehensive guide.”
Live Events Production: Identity Group
Use Case: Reduce Admin Work, Share IT Logins & PO Number on Autopilot
Identity Group leverages workflows to cut down admin time and automate the majority of their contractor onboarding process, speeding up the entire contractor hiring process.
"It's a game changer for us and my team are asking what to do next as it’s taking no time at all. We've gone from talking to someone about a role to having them onboarded and with a PO, IT logins and paperwork signed in around 2.5 hours today – it's a game changer."
Construction: Ferguson
Use Case: Automated Background Checks at Scale
Ferguson uses our workflows + integrations to run automated background checks and ID verification on every single contractor who enters someone’s home. That’s thousands of contractors in all 50 states!
“We have peace of mind and security that we’ve done all of the checks and balances on everybody that we’re sending into a home. Whether they’re our own in-house employee or a third party, they’re all treated the same. We don’t want to put a customer at risk.”
Finance: Vested
Use Case: Get NDAs Signed on Autopilot
Vested uses workflows to have every financial partner sign a Non-Disclosure Agreement when they sign up. Collect signatures on autopilot, and configure our HelloSign integration with the contract template and fillable fields exactly how you want them.
“We have everyone sign an NDA (through an Onboarding Workflow) – that’s really important for a lot of our clients, especially being financial institutions.”
Exercise
- Review the use cases and brainstorm 2-3 ways you could be automating your onboarding and eliminating back-and-forth admin work!
- Then if you haven’t already, set up your first Onboarding Workflow.
- Create the workflow Stages, reorder them as needed, and determine which Stages will be:
- Freelancer-facing stages
- Internal stages
- Action stages
Pro Tip: Personalize the very first text stage of your onboarding workflow with a “welcome” message in your brand voice. You can even embed a welcome video!
Resources
- 5 Clever Ways to Automate Your Onboarding With Worksuite (Blog)
- Creating Automated Workflows in Worksuite (Knowledge Base)
- Embedding an Automated Workflow in a Job Opportunity (Knowledge Base)
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