Case Study: Webgility achieves 3x more bookings with OnceHub

Webgility Using online scheduling to automate the customer onboarding process

Webgility, a provider of accounting automation software for eCommerce businesses, faced significant challenges with its manual customer onboarding process. Coordinating one-on-one training sessions was inefficient and created a backlog, as there was no effective way to offer a different Customer Success agent if the primary contact was unavailable. To address this operational inefficiency, they turned to the vendor OnceHub and its ScheduleOnce scheduling service.

By implementing OnceHub's pooled availability feature, Webgility created a booking page that displayed the combined schedules of its entire Customer Success team. This solution automatically routed bookings to available agents and integrated with GoToMeeting for seamless session management. The results were dramatic: Webgility achieved a threefold increase in bookings and doubled its team's booking capacity overnight. The vendor's solution also led to improved customer satisfaction, as evidenced by more positive survey responses collected through automated follow-up emails.

Webgility

Allegra Mitchell

Customer Success Manager