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Customer Story — Wellness Coach
Customer Story — Wellness Coach
How Wellness Coach saves 550+ hours a year with automation and AI

Time saved per week
10.6
Wellness Coach saves over 10 hours weekly,freeing up valuable time for strategic work instead of repetitive admin tasks.
Annual productivity value
$27.5K
By replacing manual processes with automation, the team avoided additional hires and saved $27,500, allowing them to scale sustainably.
Tasks automated in 30 days
158
A single client success rep automated 158 tasks in one month, ensuring consistency, reducing burnout, and improving client satisfaction.
Tamanho da empresa
200-500
Indústria
SaaS
Sobre
Wellness Coach helps companies support employee well-being with coaching, meditation, and leadership programs.
“Zapier gives me the confidence that nothing will slip through the cracks. It’s like having a personal assistant that never forgets a follow-up.”
— Chochi Montero, Client Success Executive at Wellness Coach
Scaling client success with a Zap-powered assistant
Desafio
Chochi Montero, a Client Success Executive, struggled to manually track follow-ups from dozens of meetings and check-ins.
Solução
She deployed two Zaps: one that converts meeting summaries into Trello tasks, and another that preps client check-ins directly from her calendar.
Resultados
Over 9 hours saved monthly and 158 tasks automated in just 30 days—ensuring no follow-up falls through the cracks.
An AI-powered engineering assistant that never sleeps
Desafio
Junior engineers needed ongoing support, but senior staff were stretched too thin to keep up with repeat questions.
Solução
Wellness Coach created a “VP of Engineering” Zap using Slack, ChatGPT, and Zapier to automatically answer questions in a shared channel.
Resultados
Reduced context-switching and fostered a knowledge-sharing culture while saving over 75 minutes per week.