Case Study: PATLive achieves automated customer onboarding and 240 new accounts with Intellistack

How PATLive Automated Customer Onboarding and Brought in 240 New Accounts

PATLive is a 24/7 live answering service that handles over one million calls a year for thousands of U.S. businesses. The company struggled to capture detailed scripting information from online sign-ups (about 40% of new customers), which delayed activations or led to lost accounts and kept onboarding completion at 78%.

By deploying Formstack with conditional logic templates, PATLive automated the onboarding form and let customers complete scripts at their own pace. Within months the onboarding completion rate rose to 88%, resulting in 240 additional accounts in the first year and about $480,000 in lifetime revenue.

PATLive

Jamie Lowary

Channel Relations Manager