Case Study: HELPY Media on Starting Their Client Relationships Right

We love hearing how our customers use Leadsie to simplify client onboarding. HELPY Media began over 10 years ago as a web development agency. But when their social media management services started booming, they pivoted and never looked back. Today, HELPY is known for creating some of the most epic video content you’ll see across social channels. 📖 Read the full case study: https://leadsie.io/blog/case-study-helpy 👉 Want to simplify your client onboarding, too? Start your free 14-day trial: https://www.leadsie.com/?utm_source=youtube Leadsie is a client onboarding software that simplifies requesting and giving access to marketing assets, social media, and ad accounts with one secure link. Get access to your clients' or influencers' Facebook, Instagram, Google, TikTok, Shopify, LinkedIn, and other accounts without sharing passwords. Leadsie automates access management to deliver a fast, secure, and seamless onboarding experience—helping you impress clients and showcase professionalism from day one. --- 00:00 – HELPY’s Origin Story 00:24 – What HELPY Does Today 00:46 – The Biggest Onboarding Pain Point: Access Requests 01:02 – Why They Chose Leadsie 01:15 – Making Videos That Convert, Not Just Look Good 01:46 – What Their Old Onboarding Process Looked Like 02:40 – Time-Consuming Workarounds Before Leadsie 03:03 – The Aha Moment: “We Need This” 03:11 – How Leadsie Improved Client Experience 03:36 – Time Saved Per Client (15–30+ Minutes!) 04:11 – Delegating Onboarding to the Team 04:56 – Confidently Handing Off Onboarding with Leadsie