Case Study: Pearl Lemon cuts onboarding time by 60–70% with Formaloo

Pearl Lemon cuts onboarding time by 60–70% with Formaloo

Pearl Lemon, a global remote-first agency group with over 130 team members, faced scaling challenges due to disconnected workflows across lead intake, onboarding, and approvals. Using scattered forms, emails, and documents created manual handoffs and communication gaps. They turned to the Formaloo platform to find a connected operating layer to replace their fragmented tools and streamline their agency operations.

By implementing Formaloo, Pearl Lemon built integrated forms, databases, and portals to create end-to-end automated workflows for onboarding, approvals, and client handovers. This solution from Formaloo resulted in a 60–70% reduction in onboarding time, significantly less manual work for their operations team, and faster, more consistent campaign launches.

Pearl Lemon