Case Study: Figure Fairy achieves streamlined client onboarding and unified workflows with Senta

A smooth client onboarding by using GoProposal & Senta

Figure Fairy needed a smoother client onboarding process and a single place to manage client communication, proposals and workflows — especially once staff started working remotely. They chose Senta (integrated with GoProposal and Gmail) to keep all client emails in one place, manage prospects and convert proposals into clients without duplicating information.

Using Senta’s practice management features, Gmail integration and e-signing, Figure Fairy automated prospect-to-client conversion and kicked off relevant jobs and task lists as services were agreed. Senta gave the team real-time visibility into job status, reduced reliance on separate spreadsheets, simplified remote training and task tracking, and consolidated workflow, billing and production in one central database.

Figure Fairy