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Customer Success Workshops

Available to all Xeople clients (users of Entire OnHire or XeopleRecruit), book in anytime for a bespoke system audit and in-person training session. Get even more out of your system!

Book a Workshop: Click here

What's included?

Pre-training audit of client system usage

Pre-training communication of project scope

In-person training

Post-training communication of actionable recommendations
System Audit Example - File  Click to View
Onsite Hours 4 Hours
Cost AUD $2,500*

*Additional travel cost will be quoted for clients outside VIC

Client Testimonial:

"We recently had the pleasure of working with Georgina Ganson for a Customer Success Workshop, and we couldn't be more impressed. Georgina's approach was thorough, professional, and incredibly insightful. She quickly identified key areas where we could optimise our use of the system and provided actionable recommendations that have already started to show positive results. 
One of the standout aspects of Georgina's work was the creation of a tailored Optimisation Recruitment and Allocation Manual. This customised guide has been instrumental in aligning our recruitment strategies and resource allocation with our specific needs. The manual is not only easy to follow but also highly effective in ensuring that our processes are streamlined and aligned with our business objectives.
Georgina's attention to detail and clear communication made the entire process smooth and valuable. We truly appreciate her expertise and the lasting impact of her work. We look forward to continuing our partnership."
Chloe Muyesser, Contract Care

Customer Success Workshop with Entire OnHire – FAQ

What is the Customer Success Workshop?

The Customer Success Workshop is a guided, consultative session designed to audit your current system setup, identify operational gaps, and provide actionable recommendations to maximise your system’s value.

It focuses on practical improvements and aligning your system use with your agency’s goals.

What is involved in the session?

System Audit:

  • We review your system usage, data, workflows, and challenges before the session.

  • We identify optimisation opportunities and process bottlenecks.

  • Benchmarking against platform best practices.

Tailored Guidance:

  • Strategy-focused discussion aligned with your agency’s goals.

  • Less about step-by-step training, more about process and strategic alignment.

Tangible Outcomes:

  • A documented summary report outlining key findings and next steps.

  • Recommendations to improve efficiency, compliance, and system ROI.

Follow-Up Support:

  • Post-workshop check-in to review progress and assist with implementation.

  • Access to relevant knowledge base resources and support.

Customisation:

  • Can focus on priority areas (compliance, onboarding, allocations, reporting).

  • Assistance with refining or developing SOPs can be included if needed.

How long does the session run?

The workshop is guaranteed at 4 hours but typically runs 4+ hours. Where possible, your Customer Success lead will stay for the day to capture all necessary insights and maximise outcomes.

Will we receive a report?

Yes, you will receive a summary report after the session documenting key findings, priorities, and actionable next steps.

Is this training?

The Customer Success Workshop is not a standard training session. It focuses on:

  • Analysing system use and processes

  • Providing strategic guidance and improvement planning

  • Aligning your system with operational goals

If your team requires hands-on, click-through training, we recommend booking a separate training session.

How many team members should attend?

We recommend 2–5 key team members, including system champions and decision-makers, to get the most value from the session.

Is follow-up support included?

Yes, a follow-up review is included to support your team in implementing workshop outcomes.

Can the workshop be customised?

Yes. We can tailor the session to focus on your priorities, such as compliance workflows, allocations, onboarding, or system setup.

What is the difference between a Customer Success Workshop and a Training Session?

Customer Success Workshop Training Session
System audit and review Hands-on system training
Strategy-focused Click-through tutorials
Improvement roadmap Building user skills
Includes follow-up support Separate sessions available
 

Ready to book?

If you would like to book a Customer Success Workshop or need further clarification, please contact your Customer Success Manager or log a ticket with the subject “Customer Success Workshop Booking”.