Payrollin'

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

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Description

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:

Three Takeaways

  1. 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.
  2. Your onboarding process is never “done”. You can constantly improve and you can never do too much to improve the experience for your clients.
  3. Managing and creating expectations is critical. Offering a “you are here” throughout implementation is very helpful for clients.

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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