How Panna Ventures Tripled Onboarding Speed with Flowla

Virgil Sammartin, co-founder at Panna Vantures, joined us to talk about their journey with Flowla and how it transformed their operations, becoming the backbone of their client interactions, streamlining communication, enhancing visibility, and drastically reducing the time spent on routine tasks.

A quest for clarity and efficiency

Panna faced a dual challenge: their onboarding process was too lengthy, and the lack of visibility was frustrating customers.  The goal was to find a tool that could address both needs.

“So we were just looking for one option that was doing two things: Help us with the sales cycle — give more visibility on our sales cycle — and we had problems with onboarding. So the idea was just to have pretty much the same tool but for onboarding.”

What Panna needed was something that not only met their technical requirements but also was easy to use for both their team and their clients. So, after testing various options, Flowla stood out as a promising candidate. 

Building a centralized hub for onboarding 

Introducing Flowla to the team wasn't without its challenges. Like with any new tool, there was some resistance. However, the team soon realized Flowla's potential. Tasks that previously took two days were now being completed in just 30 minutes. The ease of use and time savings became undeniable.

"At first, it was difficult, but every time we change something, it's difficult... Then I told them, like, no, we have to use it at least one time. And see how it is. And they figure out, okay, usually it takes me two days to do all my follow-ups with all my clients. Now I've been doing them in like 30 minutes."

What set Flowla apart was its simplicity and the visibility it provided to both Panna's team and their clients. It became the main aggregator for everything Panna built on the side. 

 Outcomes: Faster Onboarding and Improved Client Experience 

As a result of adopting Flowla, Panna saw a threefold increase in efficiency with clients during the onboarding process, cutting down the time spent on operations by two-thirds. Automations were set up so that any message from Flowla would trigger a notification in Slack, ensuring the team could respond promptly.

“Before we had I think three or four coordinators working with all the clients just to serve them. But now I have an automation that when someone sends a message, it sends a message to an internal group on our Slack, so everybody can see. So now we are just much quicker to answer. And also it's easier to be proactive because we all have a general view of what's going on.”

The impact of Flowla on Panna's operations was significant. This efficiency gain allowed Panna to shift focus from purely service-based offerings to more productized services. 

Additionally, client engagement with Flowla was impressively high.

Looking ahead

Panna continues to see Flowla as a central part of their operations, especially for onboarding, with plans to integrate it even further into their workflows. The platform's responsiveness and adaptability have been key to its success.

"We also loved a lot how responsive you are. Every time we have a question or a struggle, your team is always there."

The discovery of Flowla was a game-changer for Panna, sparking a major transformation in their operations. Initially a service-based company, Panna is shifting towards a product-focused model, like many other companies. While they had multiple processes and software in place, Flowla enabled them to consolidate everything into one platform. It allowed them to maintain their existing workflows without disruption, providing a clear, streamlined experience for clients.

The journey with Flowla has not only solved Panna's initial challenges but has also opened up new possibilities for growth and efficiency. As they continue to explore and implement new ideas, Flowla remains at the heart of their operations, driving both internal success and client satisfaction.