Onboarding

and

customer

success

Helping you get the most from your employee listening programme

Our expert customer success team will work closely with you to maximise the impact The Happiness Index can make to your organisation, from your first survey and beyond.

“Employee Voice, the single most useful employee health check  and engagement tool I’ve  ever used.”

Paul Walker Chief Commercial Officer at Vivobarefoot

Success from your
very first survey

We’ve perfected a seamless onboarding experience that ensures your employee listening programme delivers powerful insights and helps you smash your strategic goals from day one. Here’s our slick, four-step process to get you up and running in weeks rather than months.

Success from your
very first survey

Discovery

Welcome to the beginning of your journey with us! Our discovery stage is designed to set the foundation for a successful partnership.

This stage is all about understanding your needs and ensuring we’re fully equipped to help you succeed. Let’s get started!

Here’s what you can expect:

Align on your goals: We’ll dive into your specific listening objectives, key performance indicators (KPIs), and the outcomes you’re aiming for, ensuring our approach perfectly aligns with your needs.
Streamline communication: Together, we’ll identify your key contacts, preferred communication channels, and critical touchpoints to guarantee seamless collaboration throughout the process.
Set clear milestones: We’ll establish and share the timeline for your first survey, so you know exactly what to expect, when and who is responsible for what.
Comprehensive onboarding checklist: To keep everything on track, we’ll provide you with a detailed onboarding checklist, guiding you every step of the way.

Creation

During this phase, you’ll collaborate closely with our customer success team to ensure everything is perfectly tailored to your needs:

Seamless onboarding: We’ll walk you through the onboarding checklist, ensuring that all essential steps are completed for a smooth start.
Expert guidance: Our team will support and guide you through the platform, helping you set up your survey with ease and confidence.
Knowledge Hub access: Gain full access to our extensive Knowledge Hub, packed with training resources to empower you and your team as you navigate the platform.
We’ll also provide guidance and useful communication templates to help you communicate the launch of your survey internally and get your response rate as high as possible.

Approval

We’re almost there! The Approval phase is the final step before your survey is promoted to your employees. During this stage we work closely with you to ensure everything is ready for a successful launch:

Final review and testing, making sure everything aligns with your expectations before giving the final sign-off.
Go live preparation: Clearing out any test data from the platform.

Launch and beyond!

It’s time to launch your first survey and start gathering valuable insights! During the Launch phase, we’ll work with you to promote your survey to get as many responses as possible, and we’ll help you analyse and understand the results from your first survey so that you can take action.

This is just the beginning of your journey. We’re here to make sure your launch is successful and that you’re empowered to continue building a thriving workplace culture:

 Use our promotional material to get as many responses as possible
We’ll present insights from your first survey back to you to ensure you have a clear understanding of what it all means and what areas to prioritise for your goals.
We’ll review the launch of your listening programme so that learnings can be taken into the future
Ensure you’re ready to take the reins to deliver your own surveys via the platform
On an ongoing basis your customer success manager will support you to ensure your employee listening programme continues to help build a thriving workplace culture.

Optional extras

We’ve made setting up, launching and analysing your surveys super simple. But we understand that HR teams are busy and may not always have the time to dive into every detail. If you need a hand, we’re here to help! You can choose from a range of additional services to add to your subscription, such as:

Profile creation and setup

Advanced data management

Survey preparation and testing

Custom communications packages

Detailed intelligence reports

Additional training

Pick and mix what works best for you, and let us handle the rest!

Expert
insights

As part of your onboarding, we’ll ensure you have everything you need to analyse your survey data and get the actionable insights you need. If you’d like more support, our team of happiness and engagement experts can provide additional guidance through our intelligence reports.

These reports break down your data in a simple, easy-to-understand way, covering response rates, scores across different themes, trends, key drivers, and comment analysis, along with tailored recommendations. We can also customise these reports to fit your specific needs, so you can focus on what’s most important for your personal and organisational goals.

Ongoing
success

Companies with thriving cultures don’t just send out a survey once a year, hopefully take some action and then forget about it until next time. Instead they take a strategic approach to understanding their people, implementing an employee listening strategy that’s aligned to their specific needs, challenges and goals. That’s why our customer success team works closely with you to keep moving towards a happy and productive workforce. It’s no wonder our customers gave us a net promoter score of 72 in our latest NPS survey.