Onboarding service

The onboarding package is the best way to maximise your ROI from investing in Good Grants. You’ll receive a tailored onboarding experience designed around your program needs, helping you get started quickly and building strong, confident knowledge of the platform.

What's included?

  • Personal orientation with an assigned client success manager based in your region
  • Advice on how to match Good Grants features and capabilities to your program’s strategic outcomes
  • Collaborative support throughout your self-paced configuration
  • Patient and comprehensive training to ensure confidence in the software
  • Preparation of theme design based on supplied brand assets
  • A detailed pre-launch check
  • Access to training and support Monday to Friday during business hours

Six steps to onboarding success

Onboarding with Good Grants is divided into six key steps to support a smooth setup and excellent user experience from the start. 

  • Program discovery
    Your client success manager will welcome you and gather details such as your preferred URL and data location requirements to set up your account.
  • Account and theme setup
    Your account is configured and theming begins. You are then ready to start configuring your program settings.
  • Personalised orientation session
    This kickoff session covers your program needs, desired outcomes, and any pain points. The more we understand, the better we can guide your setup.
  • Education and best practices, tailored to your program
    Our expert team will guide you through best practices for application setup, criteria design, reviewing configuration, and overall program management.
  • Training and configuration
    We will show you how to become your program’s super hero with tailored guidance and expert advice to help your program shine.
  • Pre-launch check
    When you’ve completed the checklist in Guides and tours, we will review your program to ensure there are no gaps before you go live.

Want to learn more?

Please reach out to our friendly client success team here for more information! 

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