Autobooks Training Resources

Prepare your staff.
Support your customers.

Become a small business champion with the vital resources you need to spread the word about Autobooks to your staff and your customers. 

NEW

Want to prepare for 2024? Download our latest quarterly mini-kit to keep your staff up to date!

Download the Kit

Choose your training adventure

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Attend a Webinar

Join our Autobooks Training team for a live webinar. By clicking the link below, you'll find all the webinars available plus access our recorded class archive. 

We look forward to connecting with you and sharing what our solution has to offer your small business customers!

Register Now

 

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Create your own Autobooks champions

Everything you need to train your team on how to drive outcomes with Autobooks! We've included tools for classroom training, as well as tools to keep the learning going.

Access our resources

Train your team in five steps

1
Create Staff Awareness
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2
Train all staff
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3
Train Customer Support
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4
Train Sales Staff
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5
Ongoing Training

1

Create Staff Awareness

Getting all your staff on the same page requires great communication. We'll help you make that easier with announcement email copy.

2

Train All Staff

Customer support is the backbone of product success. Your call center teams should be trained prior to going live with our online payment features. 

3

Train Customer Support

Equip your staff with the information they need to answer questions and promote these exciting features to customers. 


4

Train Sales Staff

Help your sales drivers with the information they need to effectively convey the value proposition of the online payment features. 

5

Ongoing Training

Learning shouldn't stop once you launch Autobooks. Take advantage of our ongoing learning resources to keep Autobooks a part of customer conversations.

Supplemental Resources

 

Content above and beyond our basic product

If your financial institution offers these extra features (or uses one of these online bank providers), we have additional resources: