We want to get to know you, your business and your goals
We’re not your typical tech provider. We don’t just sell you our product and hand over the keys. We want to get to know you, your business and your goals, so we can help you use Lumiant to best effect.
An ongoing relationship and partnership with Lumiant
We know change isn’t easy, whether it’s implementing a new process or adopting new technology.
We also know your needs will continue to evolve and change, as will the functionality of our platform.
When you become a customer of Lumiant, we’re here to help and will be with you every step of the way as you get the most out of Lumiant in a way that best supports you, your business, and your clients.
Three steps to success
At Lumiant, we pride ourselves on a three pillar approach to ensure you get the most out of our platform and enhance your client experience.
1. Kick off
The start of our journey together. This is where we get to know you, your business, and your clients, so we can create a bespoke onboarding journey for your business.
We know every business is different, so we work with you to define your ideal Lumiant experience, identify where our platform fits in your processes, and support you in configuring the platform to meet your needs.
In the Kick Off phase our customer success team will help you:
Setup your Lumiant site
Understand your objectives and goals of Lumiant
Define your ideal Lumiant experience
Once we have defined how you will use Lumiant, we’ll then help you with training and adoption across your business to speed up time to ROI. Whether your team needs to be upskilled on soft skills and holding a values-based conversation or how to use Lumiant, our team will be on hand to support you.
Should you need help along the way, we’ve got you covered. Our Support Center is a rich source of information including “how-to” articles and product walkthroughs. Looking to take your Lumiant skills to the next level, we also offer self-directed learning activities and an Academy that coach you in delivering an extraordinary values-based experience.
In the Onboarding phase, our customer success team will provide you with:
All team training
DIY learning activities
Access to the Lumiant Support Center and The Academy
Our relationship doesn’t end once we’ve got you onboarded. We know client experiences are ever-evolving with consumer expectations. We know advice businesses are ever-changing to meet the changing needs of their clients. We know good customer experiences go beyond the first three to six months of a relationship.
So our team will continue to be on hand as your trusted Lumiant partner. Helping you as you evolve and mature your use case of Lumiant. Championing the changes, features, and technologies you want to see included in the product roadmap. And being there for you from the day you purchase us until the day we part.
Our ongoing support includes:
Ongoing check-ins and progress meetings
Best practice sharing
Ongoing webinar training series