Perry Ellis · Yotpo
1.4% — conversion rate
Independently reportedRetail & e-commerce · Customer support · NLP · Scaled
Customer support
John Whiteley CPA · vidBoard.ai
Vendor-reportedProfessional servicesCanadaScaledSmall businessGenerative media
Vendor-reported. The customer is named and the numbers are quoted from the source page, but the account comes from the vendor. No independent confirmation.
Reported by vidboard.ai (vendor self-report). Checked against the source page on 2026-09-05. 8 of 9 figures below appear on that page word for word; the rest are marked.
The problem
Clients struggled to understand complex tax regulations through written communication, leading to frequent calls and emails. John Whiteley CPA spent 15+ hours weekly repeating tax explanations.
What was deployed
- Vendor
- vidBoard.ai
- Products
- vidBoard
- Technique
- Generative media
- Build or buy
- Bought off the shelf
- Deployment
- SaaS
- Data used
- Client-specific financial scenarios, tax explanation scripts, client names
- Scale
- 500+ Clients served, 100+ Videos Generated
What changed
Each row is quoted from the source. Figures we could not find on the page in those words are marked — they are kept, not deleted, so you can judge them.
over 200%Client engagement rates
“Using client names and addressing their specific financial scenarios in videos increased engagement rates by over 200%”
Quoted word for word from the source · round percentage, no baseline given
40+Hours saved monthlymonthly
“My clients love the clarity, and I've reclaimed 40+ hours monthly to focus on growing my practice.”
Quoted word for word from the source
85%Reduction in repetitive explanations
“Creating template-based videos for common queries reduced repetitive explanations by 85%”
Quoted word for word from the source · round percentage, no baseline given
95%Client retention ratefrom 78%
“95% client retention rate”
Quoted word for word from the source
87%Client interaction ratesfrom 35%
“Client interaction rates jumped from 35% to 87% after video communications launched.”
Quoted word for word from the source
20 hoursClient explanation timefrom 60 or more hoursper month
“Client explanation time dropped from 60 or more hours to just 20 hours per month.”
Quoted word for word from the source
5 hoursWeekly time on client callsfrom 15+ hoursweekly
“Weekly time on client calls 15+ hours 5 hours ↓ ~66% time saved”
Quoted word for word from the source
Same dayResponse turnaroundfrom 3 to 5 days
“Client queries now resolved same day versus a previous 3 to 5 day turnaround.”
Quoted word for word from the source
9.5 / 10Client satisfaction scorefrom 6.8 / 10
“Client Satisfaction Score 6.8 / 10 ... With vidBoard ... 9.5 / 10”
Not found on the source page in these words
English + French (instant)Bilingual client coveragefrom English only (manual)
“Bilingual coverage English only (manual) English + French (instant) ↑ Full bilingual reach”
Quoted word for word from the source
ROI as stated: Costs just $0.50 per minute of finished video, making it far more economical than hiring voice talent or spending billable hours on repetitive explanations.
“vidBoard completely transformed how I communicate with my clients. What used to take me hours of phone calls, I can now do in minutes with personalized videos”
Difficulties and limits
- 15+ hours weekly on client calls — explaining T2 returns, HST filings, and bookkeeping procedures over and over on the phone consumed entire workweeks that could have been spent serving more clients
- Confusion from written-only communication — dense written explanations led to back-and-forth follow-ups, delayed decisions, and clients who never fully grasped their own tax obligations
- Only 35% client comprehension rate — with less than half of clients fully understanding their tax obligations, John was spending more time correcting misunderstandings than delivering real value
- Language barriers with French-speaking clients — Moncton's bilingual community meant a portion of clients needed English and French support, creating extra preparation time for every communication
Sources
- vidboard.ai — vendor self-report, 2026-03-16
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