This year, our Client Services team formalised and established a new practice of holding onboarding and check-in meetings, for our clients who had purchased our Package deals across FindAMasters.com and FindAPhD.com.
#1 Maximised value and optimisation tips
The great thing about our Package deals on FindAMasters and FindAPhD is the chance to connect with thousands of weekly users through all of the products included in your booking. However, it can be helpful to have a guided reminder of everything you have.
Therefore, the first stage of our onboarding meetings includes a full guided tour of all your onsite products included in your Package. If you’re unfamiliar with our platforms, we’ll show you how to navigate to your institution, and spotlight exactly which adverts are which.
In addition to the above, we complete a full review of your Profile and listings ahead of the meeting, so you can receive any optimisation tips or design recommendations from our team that we have noticed in the initial few weeks. For example, if we have found an open day on your website that isn’t yet featured on your Profile, we will add this to FindAMasters for you ahead of time.
#2 Personalised tour of your dashboard
Whilst we make every effort to make your dashboard area as easy to use as possible, we do understand that logging into a new platform for the first time can feel a bit daunting. With so many features available, where do you begin?
A key part of the onboarding experience from us is a complete compete walkthrough of your dashboard. We’ll demonstrate how to upload and edit your listings, how to add scholarship opportunities and explain our course Health Check monitor. In addition, you will also get full introduction to how to use the ‘Analytics’ section of your dashboard, so you can recover your own campaign statistics, straight from within your dashboard.
But don’t worry, none of this needs to be committed to memory or watched back on a video recording – we will provide you with all the supplementary links you need for any assistance from our large Knowledge Base database of helpful articles.
#3 An open forum with proactive support
Our onboarding meetings are the perfect place for you to raise any queries you have about your campaign directly with us at an early stage.
Whilst other onboardings may typically be held when a campaign goes live, we like to hold our onboarding meetings 2-3 weeks after your Package has been on our sites. This allows you to have the time to view your campaign, and make sure you’re happy with how everything. If there’s anything you wish to make minor adjustments, you can raise this in the call.
For our side, it also gives us an early insight into the performance of your campaign, which we’ll share with you on the call.
#4 A dual learning experience
We have found these onboarding and check-in meetings to be of great value not only to clients, but also ourselves. Onboarding meetings give us a chance to revisit your campaign focus, and understand if your recruitment needs have changed in any way. This means we can make a positive start with the rest of the campaign with a shared view.
The goal of the onboarding meetings was to provide greater value to our clients. We pride ourselves on excellent customer service at FindAUniversity; here are just some of the positive experiences clients have shared with us following their onboarding meetings:
“To the point, straightforward, clear, time effective, polite.”
“The presentation was clear and the people were attentive to our requests.”
“Friendly people and some helpful tips.”
“The team was friendly and made sure my questions were answered.”
If you are interested in the details of what our Package deals on FindAMasters or FindAPhD can offer your institution, simply speak to your Account Manager today, and you will automatically enrol into our onboarding process.
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