How Uphigh Group Services put their onboarding and campaigns on autopilot
Uphigh Group Services were manually onboarding every new client and running email campaigns by hand. Day-to-day operational emails were eating hours each week. We automated the entire email and onboarding operation so their team could focus on the work that actually matters.
Uphigh Group Services
uphighgroupservices.comHours
saved on emails weekly
100%
of clients onboarded automatically
0
campaigns sent manually
Manual emails were consuming the team
Every new client, every campaign, every routine update — all of it was done manually. Here is what the team was dealing with before we stepped in:
Manually sending welcome emails and onboarding documents to every new client individually
No consistent follow-up sequence — new clients sometimes waited days before hearing anything
Email campaigns planned and written by hand each time, with no repeatable process
Day-to-day operational emails eating hours of team time every week
No visibility into which clients had completed onboarding and which had gone quiet
“Revlis AI transformed how we handle email campaigns and day-to-day operations. What used to take our team hours of manual work now runs on autopilot.”
UUphigh Group Services
uphighgroupservices.com
New client signed? Everything that follows is automatic.
We automated three layers of their email operation: client onboarding, campaign delivery, and routine operational comms. The team now focuses on the work itself, not the admin around it.
Automated client onboarding sequence
The moment a new client is added, a multi-step onboarding sequence kicks off automatically. Welcome email, key documents, next steps, and a check-in follow-up all go out at the right times without anyone needing to action them.
Email campaigns scheduled and sent automatically
We built a repeatable campaign pipeline. The team creates the content once, sets the audience and timing, and the rest is handled automatically. Campaigns go out consistently without manual effort each time.
Operational emails taken off the team's plate
Routine day-to-day emails — reminders, updates, confirmations — were templated and automated. The team stopped spending hours each week on emails that could run themselves.
Workflow overview
Tools integrated
Revlis AI
Onboarding and campaign automation
Gmail
Email delivery and sequences
HubSpot
CRM and client tracking
Drowning in manual emails?
We can automate your onboarding, campaigns, and day-to-day comms. Book a free call and we'll scope it out.
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