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Reduce Client Setup Time

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Problem

Scenario

You’ve been asked to improve the internal onboarding workflow for a B2B advertising platform because client setup is taking too long and creating downstream frustration for sales, onboarding, and support teams. You want to understand where time is being lost across handoffs, approvals, data collection, and platform configuration before proposing changes.

Question

How would you analyze and optimize the internal operational processes of the onboarding team to reduce client setup time?