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Customer Story — Wellness Coach

Customer Story — Wellness Coach

Como o Wellness Coach economiza 550+ horas por ano com automação e IA

logotipo Laudable

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.


“Automation is allowing us to focus on the bigger picture, improving our product, supporting our customers, and growing our business.”

— D Sharma, Co-founder at Wellness Coach


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