Assess
Who does what today; where handoffs break.
Training that sticks
Sessions use your real accounts and scenarios (taking a payment, sending an invoice, posting an update), not generic slides.
Session topics
- Website & content updates
- Payment & invoice flows
- Email & signature standards
- Campaign sends & opt-outs
Rollout format
Deliverables
- Role-based training agenda
- Screen-recorded micro-lessons
- Printed/digital cheat sheets
- Q&A log for repeat questions