AUTOBOOKS WEBINAR SERIES

How to Activate Your Small Businesses

On-Demand Recordings & Resources
Session 1 | January 31, 2023

Starting a Healthy Autobooks Program

In this webinar, we explored how to build a strategy that sets your financial institution up for success. Kim Reher, Director of Product Training at Autobooks, presented the tools available — and where to start.

Session 1 Resources 
30-day Task List & Best Practices

A Healthy Program Start begins with proper setup and taking action. Complete our 30-day Challenge to kickstart your Autobooks program. 

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Presentation Slides

Access the presentation deck referenced during the January 31 session.

Download

Session 2 | February 28, 2023

Leveraging Autobooks Data & Assets

This webinar outlined how to use Autobooks data to measure the outcomes of your strategy and ensure customer success. Kim Reher, Director of Product Training at Autobooks, will walked through the resources available to you—and how to navigate them.

Session 2 Resources 
30-day Task List & Best Practices

Leverage Autobooks’ Data and Assets to complete our next 30-day Challenge to kickstart your Autobooks program. 

Download

Presentation Slides

Access the presentation deck referenced during the February 28 session.

Download

NEW
Session 3 | March 28, 2023

Prioritizing Impactful Ongoing Initiatives

This webinar focused on how you can maintain and increase the activity from small business customers and nonprofits. Kim Reher, Director of Training at Autobooks, and Derik Sutton, CMO, discuss the proven ways other financial institutions have found long-term success—and what you should prioritize. 

Session 3 Resources 
Task List & Best Practices

We’ve gathered together our recommended tasks into a handy project plan so you can increase your Autobooks program activity.

Download

Presentation Slides

Access the presentation deck referenced during the March 28 session.

Download