Katie,
We are so excited to launch GO Connect to you! For the past year, we have worked hard behind the scenes to develop this customized tool to guide our joint efforts (at no additional cost to you), and it's officially here!
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What is GO Connect?
GO Connect is a product by Gift Clarity that stands for "Gift Officer Connect." We commissioned Gift Clarity to customize this application specifically for the Thompson planning process.
GO Connect (for Thompson) is a proprietary cloud-based solution to facilitate the Thompson planning process. It guides you through a roadmap of suggested activities or touchpoints for each participant from start to finish, providing applicable resources along the way. You and your associate can now securely share progress and details (including a shared calendar!) in one simple solution with real-time updates.
Sign me up!
If you are interested in utilizing GO Connect with your organization (at no additional cost to you), work with your associate to schedule your personal introduction.
But, first...
We take data security seriously. In order to setup your account, you must be able to receive an email to confirm your account. Therefore, we strongly suggest that you request your IT department whitelist the giftclarity.com domain; or, at minimum, whitelist the noreply@giftclarity.com email address to ensure smooth account setup.
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What GO Connect is not:
GO Connect is not a CRM. We were deliberate in not wanting to create more work for you with any double-entry of information you're already tracking in your own database. GO Connect is purely meant to facilitate our process, making it easier to track between you and your associate.
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Demo from Home Office
While you will work closely with your associate to incorporate GO Connect into your own unique workflow together, we invite you to join Thompson & Associates' home office for an overview of GO Connect. This interactive video conference session will offer an informal format to learn more about GO Connect and openly ask questions.
Thursday, December 9, 10:00-11:00 am Central
*The session will be recorded
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Rollout Steps
- First, ask your IT department to whitelist the domain giftclarity.com and/or the email address noreply@giftclarity.com.
- Once that is complete, schedule time with your associate for your personal introduction and walk-through of GO Connect where you'll discuss how to incorporate it into your own workflow.
- When item 1 above is completed and item 2 is scheduled, request account setup below. Upon submission of your request, be on the lookout for a welcome email from noreply@giftclarity.com with instructions to complete your setup and begin accessing GO Connect.
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