Our reformatted Best Practice Sessions begin the first week of June!
Please take note of the three separate types of sessions before you register.
- Partners (Firms) Best Practice Session
- Time: First Thursday of the Month, 1 PM ET
- Focus: Managing a client portfolio within the platform, including Firm Platform Specific Topics and client management best practices.
- Q&A: Questions may be submitted upon registration for the open Q&A segment.
- Audience: All Firm Admins & Users.
- Registration Link: Register Here
- Health and Value Assessment Best Practice Session
- Time: Second Thursday of the Month, 1 pm ET
- Focus: The front end of the sales funnel, including the use of assessments to drive prospect interest, navigating the dashboard, campaigns, and reporting, and positioning Enterprise Value (EV) in conversations to drive conversion.
- Note: Topics rotate by session; refer to the registration page for specific details.
- Audience: Health & Value license holders. (Firm Users with Health and Value Module)
- Registration Link: Register Here
- Software Platform Best Practice Sessions
- Time: Third Thursday of the Month, 1 pm ET
- Focus: Software usage and feature updates, covering individual modules, technical walkthroughs, best practices, and feature releases.
- Note: Topics rotate by session; refer to the registration page for specific details.
- Audience: All software users (firms and companies).
- Registration Link: Register Here: