CASE STUDY

Atom

Contractor payroll and accounting experts

A new business launched with its systems, brand and client journey in place from day one.

The situation

Atom was a new contractor payroll and accounting business starting from scratch. It needed everything a working firm relies on, from operations software and a CRM to a brand, website and client onboarding, and it needed those parts to work together, from the start. They needed to open their doors within 6 months with systems ready to go.

The work

Williamson planned and implemented Atom’s systems, brand and web presence, then stayed on to develop its processes as the business grew.

Systems and processes

Operations applications selected and implemented
Essential IT systems, including telephony
Internal systems and CRM
Integrations between applications and forms
Custom automated internal processes
Ongoing supplementary process development

Brand and web

Brand applied across touchpoints
Website build and maintenance
Online forms for sign-up and client data
Graphics, email templates and system, stationery and business documents

Client onboarding

CRM-driven sign-up forms and workflows
Electronic signing
Internal data-handling processes
Customer onboarding documentation and team support

The outcome

Launched with a connected setup: Operations, CRM, forms and website ready for client onboarding from day one across multiple services
Onboarding automation: Avoiding manual re-keying
Consistent brand across web, documents and client communications

“We started Atom from scratch with Williamson. Williamson supervised IT, software strategy, CRM, brand, web, marketing materials, customer onboarding, documentation, and training! We’re thrilled because we’re off to a great start and we know we’ve made all the right choices.”

Glen S, Atom

Got a similar setup?

Get the brand, website, CRM and processes right first time, as one system. Start with a system audit and a clear plan.

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Book or call directly → 020 8079 1969