To help you setup your clients in Synnch effectively, we’ve put together this quick guide based on some proven strategies to help your clients achieve great results in Synnch from day one, follow the links below.
Our simple three-part approach:
Onboarding – How will you establish an activity framework for your clients
Substantiation Plan – What existing evidence can you identify within your clients systems?
Recordkeeping Strategy – Who should be responsible for recordkeeping in Synnch, and at what frequency should they create records?
These three easy steps will ensure your clients have the support they need at the beginning of their recordkeeping journey in Synnch to achieve great results and provide the foundation for the Synnch CX Team to assist with product training, education and support.