Basics 101

Kick off your experience with the Basics!

Basics 101 – Self-Paced Course

What are you getting out of this session?

This is a hands-on, self-paced workshop designed for new companies and users, but it is open to any current user or coach. Learn the software at your own pace!  By the end of the course you will have set up the basic features to hit the ground running.  Dive into the “Why?” behind these good business habits, and learn some best practices recommended by your very own Advisors. 

Self Paced! Register now and take the course at your own speed. 

You can take this free course as many times as you want and replay the videos over and over!  If you learn through repetition, this is a great option for you!  Also, if you’re super swamped and only have 5-10 minutes here or there, take the course throughout the week in short sessions.

In this Course we will cover:

  • Logging in and the ‘My dashboard’ 
    • KPIs and Critical Numbers
  • Huddles 
    • Joining a huddle and entering your updates
  • Priorities 
    • Defining priorities and building the three different types of priorities
  • Help and FAQ 
    • Accessing support resources, how-to’s, and helpful videos

Look out for Basics 102 coming soon for Admin users!

Basics 101 – LIVE instruction

What are you getting out of this session?

This is a hands-on workshop designed for new companies and users, but it is open to any current user or coach. It is a great place to meet other people who are using the software, learn and practice the basics of usage, dive into the “Why?” of our the methodology, and learn some best practices recommended by your very own Advisors. 

Every other Tuesday, alternating between 10 AM and 6 PM Central Time (US)

This session is designed with active participation in mind, so be ready to work! We highly recommend you download a sandbox (our 24-hour trial tool) for this workshop so the items you build and change in the software do not affect your actual account.

In this session we will cover:

  • Logging in and the ‘My dashboard’ 
  • Accessing the software and what you see when you first log in
  • Huddles 
  • Joining a huddle and entering your updates
  • Priorities 
  • Defining priorities and building the three different types of priorities
  • Help and FAQ 
  • Accessing support resources, how-to’s, and helpful videos

For admin users:

  • One Page Strategic Plan
  • Critical Numbers

Want a head start on the session?

These are the resources we most often new users check out first: