Case Study: Solutions 8 achieves scalable onboarding and 2-hour per-client time savings with Tallyfy

How a Google Ads agency transformed and scaled their repeatable processes

Solutions 8, a top-ten rated Google Ads agency and official Google Partner, was scaling rapidly—bringing on up to three major clients a week—but their onboarding was slow, error-prone and frustrating for both staff and clients. They relied on documents and forms that required logins, lost data, duplicated questions and often stretched onboarding from hours to weeks, threatening client outcomes and the agency’s ability to scale.

Tallyfy provided a white‑labeled, no‑login onboarding workflow with a single “forever” link, conditional (If‑This‑Then‑That) steps, real‑time saves, easy edits and progress tracking. By switching to Tallyfy, Solutions 8 streamlined client intake, improved the customer experience and increased scalability—saving about 2 hours per client internally and over an hour for clients—enabling the agency to reliably onboard multiple major accounts each week and boost retention.

Solutions 8

Kasim Aslam

Founder & CEO