Project overview
Our partner agency serves salons, clinics and home services businesses. They wanted to add recurring software revenue by offering a branded CRM.
They needed a ready-to-sell platform that onboarded clients quickly, under their own brand.
A good idea without the time to build it
Three things stood in the way:
Complex setup
SaaS mode, billing and white-label settings take time to get right.
Starting from scratch
Each new client account needed workflows and templates.
No onboarding process
There was no simple way to get clients live quickly.
What success looked like
- Launch a branded SaaS offerwithin six weeks.
- Onboard new clients in hoursnot days.
- Create repeatable snapshotsfor core industries.
Our approach, step by step
- 1
Platform setup Weeks 1–2
Configured white-label branding, domains, SaaS mode and plan pricing.
- 2
Industry snapshots Weeks 2–4
Built snapshots for salons, clinics and home services with pipelines, calendars and workflows.
- 3
Onboarding Weeks 4–5
Created an onboarding form, checklist and training videos.
- 4
Launch support Week 6+
Supported the first client launches and refined the snapshots.
Results after six months
SaaS offer performance six months after launch.
| Metric | Target | Result | vs target |
|---|---|---|---|
| Sub-accounts launched | 15 | 24 | ▲ 9 |
| Onboarding time per client | 1 day | 2 hrs | ▼ 6 hrs |
| Industry snapshots | 2 | 3 | ▲ 1 |
| Client churn | <10% | 4% | ▲ better |
The results
Sub-accounts grew steadily after launch as the agency rolled the offer out to clients.
“We now have a software product with our name on it, and onboarding a new client takes an afternoon.”