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Customer Story — Wellness Coach

Customer Story — Wellness Coach

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

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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