Welcome to episode five. Last week, our Director of Client Success Mollie Smith walked you through step four of our 5-step tried and true method we’ve developed to achieve engagement and adoption of PipelinePlus: The Success Wheel.

In this episode, we’ll be moving onto step five: “Reporting Results.”

By the end of this episode, you’ll understand exactly how to win leadership over by proving how well your new tech initiative works by continually sharing ROI and profitability metrics, firmly solidifying leaders at your firm as part of the success equation.

Welcome to episode four. Last week, our Director of Client Success Mollie Smith walked you through step three of our 5-step tried and true method we’ve developed to achieve engagement and adoption of PipelinePlus: The Success Wheel.

In this episode, we’ll be moving onto step four: “Segment and Engage.”

An integral part of successful adoption of any tech initiative is identifying an ideal user profile, locking in “ambassadors” and nailing the art of user segmentation. In this episode, Mollie shares with you the most game-changing tips and tricks she’s learned after years of working with some of our biggest and most complex firm rollouts.

Welcome to episode three. Last week, our Director of Client Success Mollie Smith walked you through step two of our 5-step tried and true method we’ve developed to achieve engagement and adoption of PipelinePlus: The Success Wheel.

In this episode, we’ll be moving onto step three: “Following Up and Following Through.”

By the end of this episode, you’ll understand exactly how to establish regular check-ins and lunch & learns to lock in leadership involvement and establish consistency across your user base. Many of our clients struggle with how to keep momentum going after the initial launch of a new tech initiative; this episode will provide you with all knowledge you need.

By the end of this episode, you’ll understand the biggest block to success and adoption of any tech initiative at professional service firms: a lack of leadership support and buy-in. Join Mollie as she shows you how to turn your leadership team into your secret weapon for user engagement. We’ve condensed this often hard-to-manage process into a simple two-step framework: “tone at the top” and “lighten the lift.” By listening to this episode, you’ll learn to speak leadership’s language and bridge the gap between adoption and ROI.

Tune in to discover:

• Why your initiative requires a blend of process and technology
• The responsibilities you and your team must take to ensure success
• The multi-phase communication strategy that will encourage and secure engagement