Start strong with onboarding built around your agency.
A successful switch is about more than moving data. Our team works with you to understand your products, people and priorities, then shapes a practical plan for configuration, training and go-live.
Some work, including historic data migration or additional development, may follow the initial onboarding or be separately scoped. Your proposal, onboarding agreement and service terms take precedence.
Designed to minimise disruption
Agree the scope, responsibilities, dependencies and milestones before delivery gets under way. Product selection, source data, integrations and team availability shape the sequence and timing.
Onboarding planned around your products, people and priorities
Indicative milestones confirmed after discovery
Structured approach with clear responsibilities
Staged delivery shaped around your agreed scope
Suggested onboarding journey
Discovery and scope
Understand the products, team, workflows, dependencies and responsibilities.
Information and data readiness
Agree what GNB needs, who will provide it and the condition required.
Configuration and setup
Prepare the selected products and confirm any separate work.
Role-relevant training
Arrange online sessions for the people and processes involved.
Readiness review and go-live
Confirm the agreed launch scope, known exceptions and support route.
Ongoing support
Continue training and support as the team settles in and needs evolve.
Some work, including historic data migration or additional development, may follow the initial onboarding or be separately scoped. Your proposal, onboarding agreement and service terms take precedence.
Training built around real roles
Each team member is trained on exactly what they need to do their job effectively
Sales Team
Training covers
- •How to log enquiries and manage leads
- •Using the progression pipeline effectively
- •Scheduling and managing viewings
- •Creating and sending offers
What confidence looks like
Confidently managing the full sales cycle from enquiry to offer
What support actually looks like
We're not a black box of automated responses. We're here to help you succeed.
Typical Support
Generic help centres with templated answers
GNB Support
Direct access to real people who understand your setup
Typical Support
Long support queues and slow response times
GNB Support
Ongoing training as your team grows and needs evolve
Typical Support
Repeating the same issues to different support staff
GNB Support
Help adapting workflows, not just fixing problems
Typical Support
Support fades dramatically after go-live
GNB Support
Long-term partnership and continuous support
"Onboarding was second-to-none — we were surprised how far back GNB went through our archive."
G8 Property
Property Management Agency
What happens after onboarding
Onboarding is just the start. We support your agency as it evolves over time.
Ongoing Training for New Staff
As your team grows, we're here to train new hires on how GNB works
Workflow Refinement
Help adapting your processes as your business evolves and changes
Platform Updates Explained
New features are communicated clearly with guidance on how to use them
Support That Continues
We're here long after go-live — this is a partnership, not a one-time project
Common questions
Product availability, configuration and connected services vary by package. Your proposal confirms the products, integrations and implementation scope included for your agency.
Talk to us about your move to GNB
We confirm an indicative plan after discovery, once the products, data, dependencies and customer responsibilities are understood.