CSI + Autobooks Launch Workshop
How to Launch Autobooks at Your Institution, in Just Two Weeks
We’ve made it easy for CSI Financial Institutions to launch Autobooks!
Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”
Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources —
including scheduled deep dive sessions, project plan and checklists, promotional marketing materials, and more.
The 2-week launch plan:
Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources — including scheduled office hours, a project plan and checklists, promotional marketing materials, and more.
Week 1
Access and Positioning
Workshop Session:
Tuesday, May 14, 11 a.m. – Noon ET
Deep Dive Session:
Thursday, May 16, 11 a.m. – Noon ET
Week 2
Prepare Your Team and
Promote Your Launch
Workshop Session:
Tuesday, May 21, 11 a.m. – Noon ET
Deep Dive Session:
Thursday, May 23, 11 a.m. – Noon ET
Week 3
Announce Your Launch & Go Live
Tuesday, December 5
11 a.m. – Noon ET
Office hours:
Thursday, December 7, 1 – 3 p.m. ET
Registration for the current session is now closed.