Case Study: Miss Efficiency achieves scalable, personalized onboarding and stronger client relationships with ActiveCampaign

How a Bookkeeping Company Builds Great Relationships with Automation (and a Personal Touch)

Miss Efficiency, run by Sarah Stein, is a bookkeeping service for small businesses that also coordinates with clients’ accountants. As her business grew, Sarah struggled to give new clients—and the accountants who work with them—the personal, confidence-building onboarding they needed without spending hours on repetitive follow-ups.

She built automated onboarding sequences in ActiveCampaign (with Typeform for intake) that welcome contacts, introduce the team, set expectations, request needed documents, and time the sending of two handwritten notes and a physical book. The blend of automation and personal touches saves Sarah time, creates consistent experiences, boosts reviews and referrals, and strengthens long-term client and accountant relationships.

Miss Efficiency

Sarah Stein

Chief Financial Officer