WHO IS G&A PARTNERS?
Lengthy, Detailed Onboarding Kickoff Process
As G&A Partners brought on new clients and started onboarding each of them, every kickoff call required a lengthy and detailed process. On top of running a kickoff meeting, they were limited to following up with an email, which was complete with a list of attachments and next steps. This left their clients overwhelmed with tasks they needed to complete—without the accountability of due dates and clear expectations. Customers craved a more holistic view of what they needed to accomplish. To that end, G&A wanted to streamline the onboarding process.
Similarly, G&A Partners used the same onboarding workflows for every client they brought on, and they were interested in creating a new process that would address the specific needs of each customer. Because their communication was largely limited to email threads, both G&A Partners and their clients wanted an easier way to check in and ensure they were sticking to a successful timeline.
Discovering Comprehensive Solutions with GuideCX
In 2019, G&A Partners implemented GuideCX. They soon realized that GuideCX offered a simpler way to improve their process templates and tasks, as well as speed up the entire implementation process. The first client they onboarded using the platform immediately expressed how easy it was to use. While the team at G&A Partners didn’t expect such an immediate success, they have only continued to see essential improvements as their partnership has evolved.
Along those lines, GuideCX has helped G&A Partners create clear expectations for their customers. Now, instead of long email chains, clients have access to a platform where all tasks are organized and templates intuitively explain the exact process, enabling them to learn on their own. In the case that a client finds themselves stuck, they can quickly press a button in an email to speak to someone from the G&A Partners team, making it much easier to access the support they need at any given time. GuideCX makes sure the team provides the personalized and comprehensive support their clients need—every single time.
““The whole GuideCX team is friendly and quick to respond. They are quick and eager to help, and the support they offer is great.”
— DOMINIC IRELAND —
Onboarding Team Lead, G&A Partners
A Long-Term Onboarding Partnership, Ongoing Results
Since their implementation of GuideCX, G&A Partners has found a partnership they know they can turn to for years to come. When asked about the highlights of setting up with GuideCX, they had a lot to say. “The whole GuideCX team is friendly and quick to respond,” says Dominic Ireland, onboarding team lead at G&A Partners. “They are quick and eager to help, and the support they offer is great.”
Before partnering with GuideCX, they aimed for an eight-week onboarding turnaround. Now, their typical onboarding time frame is only six weeks; at times, it’s even less than four. Considering an average of six weeks, this means their implementation time has decreased by over 25 percent. With the time they’ve saved onboarding each client, they have been able to dedicate more effort toward continuously providing an excellent customer experience, something that will continue to benefit them in the long term.
Ready to Take Client Implementation and Onboarding to the Next Level?
When it comes to your clients, you only get one chance to make a first impression, so make sure it’s a great one by inviting, guiding, and engaging internal and customer implementation teams with GuideCX. Our platform reduces time to value, creates visibility, and saves time with automation, ensuring project managers and their clients get work done as quickly as possible.
To learn more about how GuideCX can address your business needs, reach out to us online and ask for your free 14-day trial to get started.