WHO IS EPION HEALTH?
Epion needed to streamline their onboarding system while still providing their clients with the autonomy they prefer. In order to properly track deadlines and progress towards meeting those deadlines, Epion needed a system that provided transparency in terms of team ownership, client responsibilities, and progress towards completion. In addition, Epion needed to maintain their concierge customer service approach without making clients feel like they were being “herded” through the process.
Read the full case study to learn how Epion Health improved their onboarding efficiency, including beating a customer onboarding timeline by 60 days with GUIDEcx!
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