Case Study: Lev eliminates hundreds of hours of prep and accelerates customer onboarding with Uberflip

The customer engagement campaign that eliminated hundreds of hours in prep time

Lev, a fast-growing Salesforce consultancy, faced a common post-sale challenge: new customers had downtime between signing and the project kickoff, creating friction and unproductive prep. Bri Jones, Sr. Manager of Marketing at Lev, built a tailored onboarding campaign to keep clients engaged and better prepared for their kickoff meetings.

Lev implemented a drip welcome campaign using Uberflip to host exclusive onboarding content in a centralized hub, giving clients tools and touchpoints while they wait. The program saves six to eight hours of prep and meeting time per client, hundreds of hours in content creation and distribution overall, and closes about 60% of the gap between contract signing and project kickoff, improving the customer experience.

Lev

Bri Jones

Senior Marketing Manager