How Advanstaff HR streamlined onboarding and cut quoting cycles by 50% with Rocketlane

AdvanStaff HR is a Nevada-based Professional Employer Organization (PEO) that’s been delivering exceptional HR services to growing businesses since 1993. Headquartered in Las Vegas, AdvanStaff supports companies across the U.S., including onsite assistance via Worksite Employees (WSEs) in all 50 states. With a fast-growing customer base, ensuring a seamless client onboarding and implementation process is critical to the company’s success.

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At the center of this operation is Brittany Bailey, Advanstaff’s Client Implementation Manager. Having been with the company for over 16 years, Brittany leads the team responsible for onboarding all new clients. She also drives internal initiatives such as training programs and process improvements that cut across departments.

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The roadblocks before Rocketlane

Advanstaff’s processes were fragmented, inefficient, and highly manual. The team was able to manage when volumes were small, but as customer growth accelerated, the cracks in the system became more apparent.

“ Before Rocketlane, it was organized chaos. We all knew where our notes were, but it wasn’t in one place where everybody could see. If someone was out, there was no way to know what was going on.”

Scattered project tracking process

The team relied on a patchwork of spreadsheets, Word documents, sticky notes, and even handwritten notebooks. Each team member had their own way of keeping track of projects, but this information rarely lived in a single, shared space, creating gaps in client onboarding.

Limited visibility for managers

The lack of a centralized system often forced managers to operate without a clear picture. Some team members were overloaded, while others had lighter queues, but there was no easy way to see this. If a client stalled or a step took too long, there was no data to highlight the issue. This lack of visibility made it difficult for Brittany to coach her team effectively or plan resources for future demand.

Time-consuming customer communication

Without a structured communication, the implementation team had to manually draft every update, timeline, and instruction. The same explanations had to be rewritten for every client, often in the form of long emails or custom documents. Although clients rarely complained, this inefficiency drained the team’s time and added unnecessary workload.

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The transformation with Rocketlane

As Advanstaff’s sales team grew rapidly, from 2 sales reps to 15 in just a few months, the volume of new client implementations skyrocketed. Brittany needed a better way to manage scale, create accountability, and ensure visibility for both her team and customers. That’s when she turned to Rocketlane.

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Streamlined onboarding cycles through project visibility

Before Rocketlane, tracking progress across quoting, reviews, and onboarding steps required constant manual follow-ups and disconnected spreadsheets. With Rocketlane, Brittany’s team gained a unified view of every client’s journey. They could clearly identify bottlenecks, measure turnaround times, and take proactive action, transforming what used to be a reactive process into a predictable, transparent workflow.

A transparent and engaging customer experience

The introduction of Rocketlane’s customer portal gave Advanstaff’s clients an entirely new level of transparency. Instead of relying on emails or waiting for updates, customers can now log in and see their full implementation journey laid out clearly. They know exactly what they are responsible for, what Advanstaff is managing, and how delays on their side may affect the overall project timeline. Interactive forms and surveys keep clients engaged throughout the process, while built-in chat and reminders ensure momentum is never lost.

''Rocketlane has allowed us to clearly show clients the entire process—what they’re responsible for, what Advanced Staff is responsible for, and the timelines involved. This visibility helps them understand how their level of cooperation directly impacts the overall implementation. If they experience delays, they can immediately see how it affects the project timeline.''

Major efficiency gains in quoting and review cycles

Brittany’ team saw measurable improvements within the onboarding cycle itself. Quoting timelines were reduced from over 20 days to roughly 10, and review cycles dropped from 3–4 days to just 1–2. These gains not only accelerated client onboarding but also freed up her team to handle higher volumes without compromising quality, critical as Advanstaff scaled from 2 to 15 sales reps in a short span.

“Before Rocketlane, our overall implementation times were much longer, and we didn’t have visibility into what was actually causing delays. Now, with the ability to track intervals and measurements, I can see exactly where the bottlenecks are, and we’ve seen a significant decrease in timelines.”

Scalable processes that support team growth

Standardized project templates brought consistency across all implementations, regardless of who managed them, while workload visibility allowed Brittany to balance assignments more fairly. She could also identify which team members needed additional training or support, creating a stronger foundation for performance management. With both structure and flexibility, they are able to handle higher volumes of clients without compromising quality or overwhelming employees.

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