After you've set up your client's account, you'll meet with them for a training workshop.
This presentation is designed for you to present to your client and their staff in a virtual or in-person workshop. You can customize it with your logo and tweak it for their unique needs.
To ensure the training goes smoothly, we recommend that you:
- Set up the account beforehand so you can demo using their account.
- Schedule about 60 minutes with staff and appropriate managers to show them the workflow and answer questions.
During the workshop:
- Assign roles and train client staff to use the system.
- Demonstrate Bill.com workflow using their account.
- Hand out Guides for each role.
