Payrollin'5 Okt 2021

How to Improve Your Implementation Process | Jason Gullett | Episode #19

In this episode, Matt chats with Jason Gullett about all things implementation. Jason is the Director of Client Success at guHRoo and oversees new client onboarding. In this episode, Matt and Jason discuss the following and more: The implementation process - front to back Mistakes we have made when setting up new clients and how we fixed them How we learn what to improve and how we execute those improvements Three Takeaways Client onboarding is the most important part of the relationship. You can control the success of the relationship by having a great process in place. Your onboarding process is never “done”. You can constantly improve and you can never do too much to improve the experience for your clients. Managing and creating expectations is critical. Offering a “you are here” throughout implementation is very helpful for clients. Subscribe Now! Apple | Google | Spotify Ways we can help you: -> Want to grow your payroll company? Click here. -> Looking for easy-to-use White Label HR Software? Click here. -> Want to sell your payroll business or make a partial exit? Click here. -> Want to grow your personal brand on LinkedIn? Click here. Enjoying the show? *Are you enjoying Payrollin'? Please subscribe and rate us five stars on your player of choice. It helps us continue to improve. *Want to be featured in a future episode? Drop your question/comment/criticism/love here: https://anchor.fm/payrollin/message *Support the pod by spreading the word, become a referrer and earn free Guhroo swag here: https://refer.fm/payrollingrowingapayrollbusinessthatmatters About the Guest Jason Gullett is the Director of Client Success at guHRoo. He leads the Account Management team for all clients and works diligently to ensure that projects and timelines are on track. Jason is passionate about making sure that the customer experience is one to be desired and that the relationships built during the implementation process continue to grow. Jason has been a member of the guHRoo team for nearly two years and has a deep history of consulting, implementation, and project management. Resources Marketing Case Study - How we 10x’ed Our Inbound Leads Three Keys to Expand Your Payroll Business Selling in a Virtual World

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