The AC Method

#20: Mastering Onboarding & Software Implementation

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DESCRIPTION:

In this episode, Marissa standing in for Aaron, shares her experience in onboarding and implementing software for SquareCoil in the real estate industry. She discusses encountering various personalities during the process, from hesitant individuals to eager learners. The training is comprehensive, covering different departments, and helps teams understand the software's potential. The goal is to improve efficiency and organization within the company, and the software acts as a game-changer in achieving this. Marissa expresses admiration for the sign industry and its remarkable abilities, and how the software further enhances their capabilities, making them even better at what they do.



HIGHLIGHTS:


  • Onboarding & Software Implementation for SquareCoil in real estate.
  • Encounter diverse personalities during onboarding.
  • Efficient two to three-day training covers sales, project management, design, production, and accounting.
  • Streamlined processes and improved communication with the software.
  • Admiration for the sign industry and its magical work.



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    TIME STAMPS


    • 00:00 - Prelude
    • 00:09 - Onboarding and implementation of Squarecoil
    • 01:36 - Personality differences between implementation and implementation
    • 03:04 - Marissa's one of the first training
    • 04:46 - What does actual onboarding look like? 
    • 05:45 - The importance of a good overview of the software
    • 06:55 - Sales is the most integral part of the entire software
    • 07:49 - How to prepare project managers for sales
    • 09:09 - A typical day at SquareCoil
    • 11:07 - The two-and-a-half to three-day training is the most valuable part of the training
    • 12:32 - The value of flexibility in the sign industry
    • 13:28 - END

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      The AC MethodBy Aaron Clippinger
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