Standardised the onboarding process
The information required from each new client was consolidated into a clear and repeatable implementation journey.
Implementations
How a growing TMC reduced client onboarding from weeks to days with ’ello
ello helped a growing TMC onboard new corporate clients in days, not weeks.
The Brief:
The TMC wanted to reduce the time and internal effort required to onboard new corporate customers.
Its existing implementation process involved collecting information through emails, manually configuring multiple systems and coordinating tasks across sales, account management, operations and technology teams. This often meant new clients waited several weeks before they could begin booking.
The brief to ’ello was to create a faster and more scaleable onboarding process that could take a client from signed agreement to active booking without placing additional pressure on the TMC’s internal teams.
The solution needed to support different travel policies, approval workflows, payment arrangements and client requirements while remaining simple enough to scale across multiple implementations.
What We Did:
’ello worked with the TMC to understand every step required to move a new corporate client from contract signing through to launch.
A structured implementation process was introduced covering company configuration, travel policy, approvals, traveller access, payment settings and training.
Simplified platform configuration
Travel policy, approval workflows, company settings and user access could be configured within one connected platform.
Shared the implementation workload
’ello supported platform setup, technical configuration and training, allowing the TMC to remain focused on the client relationship and travel operations.
“Before ’ello, onboarding a new client could take several weeks and involve multiple teams. We can now get clients configured, trained and booking within days, giving them a much stronger start with our business.”
The Outcome:
The TMC now has a faster, clearer and more scalable way to onboard new corporate customers.
New clients can move from signed agreement to active booking in days rather than weeks. Sales teams can maintain momentum after a contract is signed, while account management and operations teams spend less time coordinating setup across disconnected systems.
By standardising the implementation process and giving each client one connected booking environment, ’ello has reduced repetitive administration and created a more consistent launch experience.
The TMC can now onboard more clients at the same time without implementation becoming a barrier to growth.
Faster client launches
New corporate customers can be configured, trained and ready to book sooner. By removing unnecessary handovers and bringing the required setup into one structured process, the TMC can move clients from contract signing to launch with greater speed and certainty.
Less internal administration
A structured process reduces manual coordination between sales, operations, account management and technology teams. This allows internal teams to spend less time chasing information, repeating setup tasks and managing implementation across disconnected systems.
A consistent client experience
Every customer receives a clear implementation journey with defined steps, responsibilities and launch requirements. This creates a more professional onboarding experience and gives clients greater confidence from the beginning of the relationship.
Greater capacity to grow
The TMC can support more simultaneous implementations without continually increasing internal resources. With ’ello supporting platform configuration, training and technical onboarding, the business can win and launch more clients without implementation becoming a bottleneck.
Faster onboarding for every client
A more scalable way to launch new corporate customers
’ello brings client configuration, travel policy, approvals, payment settings, user access and training into one structured implementation process, helping TMCs move new clients from signed agreement to active booking faster.
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For sales teams
Maintain momentum after the sale
Move new clients into implementation quickly and reduce the delay between signing an agreement and beginning to trade.
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For account management and operations teams
Reduce manual coordination
Manage client information, configuration and training through a clearer process, with fewer handovers across disconnected teams and systems.
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For TMC owners
Grow without creating a bottleneck
Onboard more corporate customers at the same time without continually increasing internal implementation and technology resources.