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 specific 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.