The challenge
A commercial process that worked — but lost clients at the last step.
The sales team sent clients an extensive PDF with terms and conditions.
The client — usually an elderly person or a family member — had to read it all, print it, fill it out by hand, sign it, scan it, and send it back by email.
If something was illegible, incomplete, or missing, the team had to call the client to correct it.
There was no systematic quality control: everything depended on the operator's attention and the scan quality.
Information traveled in spreadsheets between sales and implementation, with no traceability or clear statuses.
High churn during onboarding due to the friction of 'print, sign, scan, resend'.
Operational and compliance risk: contracts in loose files, no validations, no audit trail.
The 4-week project
The 4-week project
Short cycles, fast decisions, and code in production from week one.
Discovery and design
We understood the real flow — not the documented one — by talking directly with the people who run the business every day.
- Mapped the complete commercial process: from first contact to contract signing.
- Identified the main bottleneck: onboarding and manual signing.
- Defined the technical architecture and stack (Next.js, Prisma, PostgreSQL, Supabase, Vercel).
Platform foundation and sales rep management
Built the platform foundation with per-rep access, visible pipeline, and lead management.
- Authentication and role-based access per sales rep.
- Lead creation and assignment to the commercial pipeline.
- First Argentina-specific validations (DNI, CUIT/CUIL, E.164 phone format).
Digital onboarding and contract signing
Replaced the PDF with a guided form with integrated digital signing, designed for elderly users to complete from their phone.
- Step-by-step guided onboarding form with real-time validations.
- Contract signing within the application — no printing, no scanning, no resending.
- Versioning and audit trail for every signed contract.
Traceability, testing, and production
Connected the entire end-to-end flow and deployed the platform to production.
- Complete traceability: from first commercial contact to signed contract.
- Testing with the ATEMPO team and UX adjustments.
- Deployed to production. On the first day of use, ATEMPO was already signing real contracts.
The process before Agentify
There was no existing system to audit. What we found was a 100% manual process with measurable consequences.
digital management systems
0
process on paper and spreadsheets
100%
commercial pipeline visibility
0
contract traceability
0
Findings that shaped the priorities
- 01
Onboarding depended on the client printing, hand-signing, scanning, and resending a PDF — a flow that excluded many elderly users.
- 02
No systematic quality control: illegible data, empty fields, and errors were only detected when implementation picked up the contract.
- 03
Information traveled in spreadsheets between sales and implementation, with no clear statuses or change history.
- 04
Compliance risk: contracts in loose files, no automatic validations, no centralized audit trail.
What we built
What we built
The goal wasn't to digitize the PDF: it was to redesign onboarding so the client could complete it in minutes, from their phone.
01 / 04
Contract management platform
Complete contract lifecycle system with end-to-end traceability.
- Creation, editing, statuses, versioning, and audit trail for every signed contract.
- Solid foundation to add alert management, call tracking, and KPI dashboards.
02 / 04
Sales rep management
Each rep has their own access, assigned leads, and real-time pipeline visibility.
- Authentication and role-based access per rep.
- Commercial pipeline with clear statuses and real-time visibility.
03 / 04
Digital client onboarding
Guided form replacing the PDF, with Argentina-specific validations.
- DNI, CUIT/CUIL, phone, and contact data validations in Argentine format.
- Contract signing within the application — no printing, scanning, or resending.
- Design aligned with Argentina's Personal Data Protection Law (Ley 25.326).
04 / 04
Modern infrastructure and stack
Architecture that eliminates operational overhead and enables growth without rewrites.
- Next.js + React frontend, PostgreSQL on Supabase, Prisma as ORM, Vercel as infra.
- Argentina-specific validations (DNI, CUIT/CUIL, E.164 phone format).
- Zero DevOps: backups, uptime, and scalability handled by the platform.
Results
The platform went from idea to production in one month. The day after deployment, ATEMPO was already signing real contracts.
Operational impact
01 / 01The onboarding bottleneck ceased to exist.
from idea to production
1 month
digital signing
100%
paper in the process
0
- Eliminated the onboarding bottleneck: clients sign from their phone, no printing or scanning.
- Sales team with real visibility into their pipeline and active contracts.
- Implementation receives complete, validated, and legible contracts — reducing back-and-forth calls.
- ATEMPO went from spreadsheets to a custom, scalable, and auditable system.
- Technical foundation ready to grow: alerts, KPIs, dashboards build on the same platform.
Why it worked
It wasn't a months-long project with analysis phases. It was focus, speed, and decisions made with the people who run the business.
Focus on the real bottleneck
We didn't digitize everything at once. We attacked onboarding because that's where clients were being lost.
Fast decisions with operators
Product decisions made directly with the people who run the business every day, not through intermediaries.
Senior team, no intermediaries
From technical design to production deployment, the same team that designed the solution built and shipped it.
Designed for Argentina
Local validations (DNI, CUIT/CUIL), local formats, local regulations (Ley 25.326). From day one.
What comes next
With the onboarding foundation in production, the platform is ready to grow into the next modules.
Alert and call management for the assistance center.
Tracking of in-home events.
Operational KPI dashboard.
Each increment builds on the same architecture, with no rewrites or parallel projects.
Ready for your case