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
