Customer Onboarding/Experience
Audit: map current handoffs across sales → success.
Prioritize: identify drop-off points (missed steps, unclear ownership).
Implement: build standardized onboarding flow with clear roles & automation triggers.
Hand-off/Outcome: smoother onboarding → faster activation + reduced churn.
Hiring & Talent Onboarding
Audit: review HR → payroll → ops process.
Prioritize: highlight gaps (manual data entry, delayed access, compliance misses).
Implement: integrate HR + payroll + IT workflows.
Hand-off/Outcome: new hires fully productive on Day 1, reduced admin errors.
Actionable Reporting
Audit: map how data is currently pulled (7 tools, Excel sheets, manual exports).
Prioritize: choose key metrics (finance, HR, growth).
Implement: connect data sources into single dashboard.
Hand-off/Outcome: leadership has real-time visibility → better decisions, less wasted time.
Revenue
Audit: track lead handoffs + inbox response times.
Prioritize: identify where leads stall or go cold.
Implement: create automated nudges, reminders, and CRM tracking.
Hand-off/Outcome: faster response → higher conversion, fewer missed opportunities.
Integration/task repetition reduction
Audit: capture repeated manual processes (re-entering data, sending reminders, copying info).
Prioritize: isolate the most time-consuming redundancies.
Implement: replace with automation or integrated workflows.
Hand-off/Outcome: freed-up hours for higher-value work → happier teams + faster growth.
FAQ
Do new tools need to be purchased?
Usually no; start with the current stack.How is ROI measured?
Monthly snapshot: $ captured, hours saved, risk reduced.Who does the work?
Kismet Automation, led by Tonya Riney; vetted partners added only as needed—always disclosed. Former SaaS COO
PhD, Performance Improvement & Change ManagementResponse time?
Within 1 business day; designated backup for critical issues.What if what I need isn't here?
Just ask.