Onboarding: Standardizing Corporate Projects

The Challenge

A digital marketing agency was losing productivity during the client onboarding process. Every new project took up to four days to configure (DNS, SSL, server optimization, email setup) due to a lack of standardization across the various hosting providers they were using. The process was fragmented, manual, and prone to human error.

The Solution

We adopted the Websitely “New Instance” workflow as the standard for all client onboarding. By creating configuration templates, we ensured that every new site was live in under 15 minutes—complete with active SSL, configured CDN, and active firewall security. The centralized access via my.websitely.com gave the technical team full autonomy, eliminating reliance on third-party support.

The Results

Time-to-market for new clients dropped from four days to just a few hours. The agency eliminated nearly all support tickets related to initial site configurations.

“The Websitely onboarding process completely changed our workflow. What used to take days, we now resolve during a single kick-off meeting. The ease of provisioning standardized cloud environments allowed us to scale our client base without needing to increase our technical team proportionally.” — Courtney, Agency Project Lead.