Case Study: Hello Social achieves 20% more efficient client onboarding with Asana

Hello Social onboards new clients 20% more efficiently with Asana

Hello Social, a 25-person social media agency in Surry Hills, Australia, faced a bottleneck: its critical 28‑day client onboarding relied on a single document and dozens of follow-up emails, leaving clients unsure of progress, scattering information across tools, and consuming too much staff bandwidth as the agency scaled.

By adopting Asana and turning the onboarding flow into a reusable project template with guest access and integrations, Hello Social cut onboarding planning time by 30%, reduced client back‑and‑forth by about 15 emails per onboarding, and made the team 20% more efficient during onboarding. The streamlined process improved client confidence and professionalism—boosting NPS by 12%—and enabled the agency to onboard more clients and standardize employee onboarding as it scales.

Hello Social

Max Doyle

Managing Director