Do you have an instructional video on introducing the product from a clients perspective (not bookkeeper) ? . We would like to include it in our onboarding email to get people familiar with the product rather than doing a bunch of 1:1 calls.
Hey
Dakota here from Digits community team!
I just wanted to let you know we put together a video for onboarding your clients and just shared it here on this post.
The video link is available on the post so that you can include it in your client onboarding emails to help get them up and running on Digits quickly..
I hope this is what you were looking for and can help avoid those 1:1 calls!
Thanks
Thanks for those links. The 2nd video is what I’m looking for but I really don’t need the part where I am inviting them to the portal. I don’t want to cause any added confusion so I would really like it if the video could reflect their point of view only. Is this something you guys could work on so we have a nice client intro package?
Hey
There is also this article that is a step-by-step guide through Transaction Review from a client’s perspective as well:
Is there another part of Digits that you'd like to have videos for? Happy to make them! I want to make sure we cover what you and your clients need :)
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