- Customer stories
- Wellness Coach
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.
Company Size
200-500
Industry
SaaS
About
Wellness Coach helps companies support employee well-being with coaching, meditation, and leadership programs.
— Chochi Montero, Client Success Executive at Wellness Coach
Chochi Montero, a Client Success Executive, struggled to manually track follow-ups from dozens of meetings and check-ins.
She deployed two Zaps: one that converts meeting summaries into Trello tasks, and another that preps client check-ins directly from her calendar.
Over 9 hours saved monthly and 158 tasks automated in just 30 days—ensuring no follow-up falls through the cracks.
Junior engineers needed ongoing support, but senior staff were stretched too thin to keep up with repeat questions.
Wellness Coach created a “VP of Engineering” Zap using Slack, ChatGPT, and Zapier to automatically answer questions in a shared channel.
Reduced context-switching and fostered a knowledge-sharing culture while saving over 75 minutes per week.
