How we saved 70 hours per expert by automating onboarding and e-learning content creation for CXL

Overview

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CXL is one of the most respected learning platforms for marketers, offering deep, expert-led courses that help professionals level up their skills. But behind the scenes, creating those high-quality learning experiences involved a lot of tedious manual work.

Every time a new instructor joined, the operations team had to repeat the same onboarding steps: gathering bios, formatting course outlines, creating slide templates, and manually updating their WordPress site. These repetitive tasks slowed everything down.

We worked with CXL to automate the full onboarding and course setup flow—linking ProcessStreet with WordPress and removing hours of manual work from every new course launch.

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Challenge

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CXL’s operational team faced several key challenges:

• Manual onboarding process → Every expert onboarding required repetitive form-filling, back-and-forth communication, and hand-assembled documentation.
• Disconnected systems → There was no integration between their process management tool (ProcessStreet) and the content platform (WordPress).
• Content setup bottlenecks → Course content like slides and lesson outlines were generated and published manually, consuming hours per instructor.
• Operational inefficiency → Without automation, the team was losing valuable time that could be spent on quality assurance, innovation, or growth initiatives.
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To scale their expert network and maintain course quality, CXL needed to streamline how content moved from onboarding to publishing.

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Solution

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We designed a fully automated workflow that bridges ProcessStreet and WordPress—eliminating the copy-paste effort and accelerating content production.

Here’s what we delivered:

✅ Onboarding automation → When a new expert is onboarded in ProcessStreet, their info is automatically structured and pushed to the right places.

✅ Slide & content generation → The system auto-generates templated slide decks and content blocks based on inputs from the onboarding workflow.

✅ WordPress integration → Final content is synced directly to the website, ready for scheduling and publication—no manual uploads needed.

✅ WAVE Matrix optimization → We applied our proprietary framework to identify the biggest time leaks and prioritize automation efforts.

✅ One-click scalability → Every new expert now triggers a pre-validated content pipeline, reducing training needs and delivery time.

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Stack

We chose tools that could adapt to CXL’s process-heavy environment while offering seamless integration and long-term scalability:

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Results

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Key Takeaways
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• Smart automations turn expert knowledge into scalable products.
• Reducing operational overhead unlocks growth—not just efficiency.
• Integrated workflows are the secret to turning chaos into clarity.

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For CXL, automating their onboarding and content creation flow was more than a productivity win—it laid the foundation for faster innovation, better course quality, and a truly scalable learning platform.

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