AgencyRamp
B2B SaaS web app aimed to help marketing agencies streamline and improve client onboarding processes.
Company
Building Brands Marketing
Tags
I was responsible for running a design thinking workshop to kick-start design process involving COO and a lead engineer, defined product concept and key features, analyzed, translated, and addressed main pain points through user-centered solutions, performed market research, competitor analysis, structured and mapped content, defined information architecture, and delivered hi-fidelity screens.
About
💥 Product
AgencyRamp is designed to enhance the onboarding process for marketing agencies through a plug-and-play solution with customizable workflows, gamified experiences, and human support options to streamline and improve client onboarding.


🎯 Problem statement
👤 Users
Agency owner
Small to mid-sized marketing agency owner seeking efficient onboarding solutions to improve client satisfaction and streamline operations.
Account manager
Responsible for managing client relationships and ensuring smooth onboarding processes.
Ideation, research, definition

💡 Design thinking workshop
📒 Market research/ competitor analysis

✍🏻 Information synthesis and mapping


👤 User flows
Agency Owner Scenario
Sarah, an agency owner, signs up for AgencyRamp and is eager to improve her client onboarding. She quickly selects a pre-built Facebook Ads Client Workflow and customizes it by adding modules specific to her agency's process. Within a few minutes, she has branded the onboarding page with her logo and colors, creating a professional and tailored experience for her clients.
Account Manager Scenario
Emily, an account manager, monitors client progress through the AgencyRamp dashboard. She notices that John has scheduled a meeting for help. She prepares by reviewing his progress and specific challenges. After the meeting, she updates the task status and provides additional resources, ensuring a smooth continuation of John's onboarding process.

UI delivery
✏️ Wireframes

🎨 Design system

🔼 Information architecture

Key features & impact




😊 Impact
Client onboarding time decreased by 25% with streamlined digital workflows and automated documentation processes.
Agency productivity increased by 20%, as measured by a reduction in manual onboarding tasks.
Integrated analytics provide agencies with insights for strategic decision-making and resource allocation.