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Rolling Out zlien: Communicating the Benefits

Gretchen Lynn

Gretchen is zlien’s Director of Customer Experience, and drives zlien’s ambitious goals in delivering a Wow experience to its users. She is a graduate of Louisiana State University, with a B.A. in Public Relations and Mass Communications. In addition to wowing users, Gretchen leads the account management and on-boarding teams, and works diligently with users throughout their relationship with zlien to deliver on the company’s mission of empowering its users to get what they earned; every time.
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Recent Posts

Trending zlien webinars from 2017

Posted by Gretchen Lynn

12/28/17 2:50 PM

Every week, we host zlien webinars exclusively for you!  Generally, we're covering topics like lien law, construction credit and risk, best practices, zlien announcements and product releases.  Even if you can't make one of our weekly sessions, you're encouraged to register.  We will send the recording to you either way, and you can watch on your own time or even share with a coworker.  In this post, we'll uncover the top 5 trending zlien webinars from 2017 and where to access their recordings!

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Topics: Best Practices

3 Ways to get your job info into zlien without logging in

Posted by Gretchen Lynn

12/15/17 3:58 PM


Exchanging documents, collaborating with other project stakeholders and managing deadlines should be your main activities when using zlien.  Occasionally, zlien customers may find themselves in situations where they are spending too much time getting their job info into their account.  Getting your jobs into the system is just one step in receiving overall value and success.

If getting your jobs into the system is standing in your way and taking too much time, here are 3 ways to get your job info into zlien without logging in. 

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Topics: Best Practices

Exchange documents in zlien across multiple states

Posted by Gretchen Lynn

12/15/17 1:37 PM


Many of our zlien customers do business in more than one state.  Perhaps you have multiple branches or a job comes up in a different state where you are unfamiliar with the lien and notice laws. Not only do you have every state's lien and notice laws baked into zlien to help you master a new state, you can leverage zlien to get the job done in any state.  In this blog, we'll cover how to exchange documents in zlien across multiple states. 

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Topics: Best Practices

Do business under multiple business names or addresses in zlien

Posted by Gretchen Lynn

12/11/17 10:33 AM


Does your company do business under different company names like a  DBA or addresses such as branches?  If yes, you're like many folks who are doing business under multiple business names or addresses in zlien.  This is a great way to align your jobs and customers in your zlien account based on how you do business .  In this article, we'll help you uncover how to set up your account with multiple names and addresses. 

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Topics: Best Practices

What your Customer Service & Support Teams need to know about zlien documents

Posted by Gretchen Lynn

10/5/17 8:40 AM


If your company has a dedicated support or service team, they are likely receiving calls and emails from your customers or other project participants regularly.  The support interactions could range from questions about your product or services, to invoice disputes or even questions about documents they received.  The documents could be preliminary notices, notices of intent to lien or perhaps an actual mechanics lien claim.  Although you and your department may be responsible for managing the lien and notice process, you may not always be the first person or department contacted regarding your liens and notices.

In this article, we'll help you best inform your company and cover what your Customer Service and Support Teams need to know about  zlien documents. 

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Topics: client success, Best Practices, customer relationship

What zlien's most successful customers are NOT doing: Don't let this be you!

Posted by Gretchen Lynn

9/25/17 12:25 PM


If you've been a zlien customer for a while, then you've likely heard me or your account manager tell you that it's our job to help you get the most value out of zlien, be more successful at your job and have the absolute best experience.  We've seen numerous success stories come through the door, and it's really exciting when a customer reaches that WOW moment of success.  On the flip side, we see a handful of folks who are almost fighting success.  Bad habits can prevent you from seeing the true value of your zlien account.  

In this article, we'll cover what zlien's most successful customers are NOT doing and how you can avoid these bad habits.  Don't let this be you - let's get you on track to be the next zlien success story!

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Topics: client success, Best Practices, jobsight, preliminary notices

Steps to take in zlien after you get paid on a job

Posted by Gretchen Lynn

8/29/17 10:35 AM


You just received final payment on a job!  First, you do a happy dance!  Second, you have to close out this job on your end.  Here are some tips and steps to take in 
zlien after you get paid on a job.  You can insert these easy steps into whatever workflow your company already has in place to help you get the job done quickly! 


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Topics: Best Practices, customer relationship

3 Most important things you should do in zlien every week

Posted by Gretchen Lynn

8/25/17 4:21 PM


We know you have a busy schedule, and most of the time you need to only focus on what's the most important.  That's where we want to help you! We've helped you narrow down the 3 most important things you should do in zlien every week to help you get the job done faster and easier. And as always, we encourage you to reach out to your zlien account manager for tips and best practices. They are dedicated to making your zlien experience better and valuable. 

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Topics: Best Practices

Help us build zlien - where to share your ideas with us!

Posted by Gretchen Lynn

8/22/17 10:51 AM


Feedback from our customers is extremely important to us at zlien, and we cannot stress enough how much that helps us grow as a company.  In addition to your feedback, we also love hearing your ideas on the product and our processes.  That's right, we want to hear from you, incorporate your ideas into our product road map and help you get even more value out of your experience.  In this article, we'll show you how you can help us build zlien and where to share your ideas with us!

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Topics: Best Practices

Deep Dive into the zlien dashboard & what the stats mean

Posted by Gretchen Lynn

8/17/17 10:31 AM


You spoke, and we listened!  Our customers wanted to see progress and success when logged into their zlien account, in addition to directing focus to what needs to be done next.  Based on feedback we received on the new zlien, our Product Team was hard at work building the dashboard to help customers just like you receive even more value from your zlien experience. In this post, we'll take a deep dive into the zlien dashboard and what the stats mean to you, how to improve your numbers and more. 

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Topics: Best Practices