Customer Success

How we set you up for success with Thriva Solutions

New partner with Thriva Solutions? Here's the 7 step process to set you up for success in your first few weeks.


Partnership is a key principle of everything we do at Thriva Solutions. Making sure our partnerships start on the right foot is something we have carefully thought about and designed for.  

This short blog explains what a new partner can expect in their first weeks with us. 

Step 1 - Confirmation

We’ll provide you with a summary of the products and services you have purchased, your key contacts, any branding requirements you have asked for, and details of your regulatory status. All collated in one document. 

Step 2 - Meet your CSM

Your dedicated Customer Success Manager will arrange a face-to-face meeting with you. In it, we’ll discuss and confirm key aspects of our partnership, such as roles and responsibilities, how you want to engage with us, your success criteria and metrics, and the key timings you need to hit.  

Step 3 - Create your onboarding plan

Shortly after meeting your CSM, you’ll receive a detailed project plan. This will be the core document that shapes most of our work together. It will include all the key tasks and deadlines we have agreed to. We tend to focus on three month periods, but we can look as far into the future as you like. Your project plan is dynamic; it will be continually updated, and if necessary amended too. We build it using Asana, a leading collaboration software, which makes it easy to share with you, and for you to leave comments and make changes. 

Step 4 - Energise your teams 

We know that success is not only about our partnership with you, but also about your partnership with colleagues. Having already identified your key internal stakeholders, here’s where we give them the tools and knowledge they need. That may be user training on our platform, agreeing escalation procedures with your clinicians, or working on designs with your brand team. This stage is really about helping you understand and secure the internal capabilities you need, and generating excitement and engagement across your organisation. 

Step 5 - Power up to launch

This is when we start to put all that preparation into practice. Depending on how you’re accessing our services, we’ll enable the technology and support your IT teams with any configurations you have requested. Our sandbox environment is the perfect place to walk you through the features of the platform, and to run test exercises. You’ll also receive samples of the physical testing kits, complete with your branding (if applicable), which gives us time to discuss any final alterations. 

Step 6 - Shout about it

If you want to make a big splash about your new service, we’ll help you plan that. That could be press coverage, social media buzz, emails to key stakeholders or new pages for your website. We can be as involved as you need, from advising what’s possible to co-creating assets with you. We can also help you measure the success of your launch, including producing management reports to share with your executive team.  

Step 7 - Go-live! 

It’s time to see all your hard work pay off; the first orders being received and your kits going out the door. We’ll be overseeing every aspect of the operation we have built together, treble-checking that things are going according to plan and smoothing out any early glitches. We understand this can be an anxious time, so we’ll be in touch regularly through these first days.  

Our commitment to you doesn’t end there. We will remain dedicated to your success for as long as you are a partner of Thriva Solutions. Your dedicated Customer Success Manager will ensure we’re constantly improving your existing services with us, as well as building on our relationship together by guiding you through our evolving portfolio of capabilities and opportunities.

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