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Fintech / Lead-gen
Cut affiliate onboarding from 14 days to 72 hours with a partner ops system.
A fintech with 40+ pending partners had no onboarding system. We shipped an affiliate brief, traffic rules, payout event docs, and a partner CRM tracker - and onboarded the backlog in three weeks.
Fintech Lead-gen Platform6-week engagementKonnektiveHubSpotNotion
-81%
Time-to-live for partners
14d -> 72h
+38
Active partners
in 3 weeks
-64%
Compliance escalations
month over month
Operational dashboard
Partner onboarding throughput
Before After
Health over time
M13% -> 12%
M24% -> 14%
M35% -> 18%
M44% -> 20%
Funnel - before vs. after
Applied100 -> 100
Approved62 -> 88
Live24 -> 81
Active 30d12 -> 64
Situation
Where we started
40+ partners were waiting on links. Onboarding was an inbox thread. No traffic rules, no creative brief, no payout event doc, no follow-up cadence.
Action
What we shipped
- Wrote the affiliate brief, allowed sources, payout events, and escalation playbook.
- Built a partner CRM tracker with lead status, follow-ups, and notes.
- Standardised onboarding into a 4-step flow with templated comms.
- Set a weekly ops rhythm: pipeline review, traffic QA, partner check-ins.
Result
The measurable outcome
- Onboarded 38 partners in 3 weeks; new avg time-to-live is 72 hours.
- Compliance escalations dropped 64% with clearer traffic rules.
- Partner manager freed ~12 hours / week from manual coordination.
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