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Rorey Freeman
Bonterran
Jul 30, 2026 4:20 PM UTC

Apricot Coaching Event: Setting Your Team Up for Success: From Onboarding to Ownership

Hey there! Thanks to everyone who joined our coaching event yesterday 7/29 on the topic Setting Up Your team for Success: From Onboarding to Ownership.

Our coaching session covered ways to strengthen your team’s onboarding onto Apricot/ETO. When your team feels confident and owns their tools, they work better and serve clients better.

Some key takeaways from the session:

  • Teaching the “why” to help staff understand the purpose behind using the system
  • Find your Power Users to serve as your peer trainer
  • Mine the first month of users for insights and feedback to strengthen your training materials
  • Make wins visible to build on the energy

Here are a few things you can put into practice before your next training session: 



If you missed the coaching, you can rewatch it here: Setting Your Team Up for Success: From Onboarding to Ownership

1 reply

Naomi Katz
Active Advisor III
Active Advisor III
Jul 31, 2026 6:33 PM UTC

This webinar was great! Thanks for posting the resources.