WEBINAR TRAINING
A clear path to getting the most value from Swivel.
What You'll Gain
Weekly Scheduled Training
Mondays
Getting Started
Build a strong foundation & get ready to use Swivel in your day-to-day work.
New to Swivel
Best for: All Users
Learn how to navigate the Swivel platform with confidence. This session focuses on core functions and key concepts.
Implementation & Data Setup
Best for: Operations, Office Managers, & Data Specialists
Audit your data, deduplicate records, normalize fields, and establish a scalable, well-structured data model.
Tuesdays
Daily Execution
These sessions are focused on executing day-to-day work with consistency and control (not setup or onboarding).
Pipeline Management
Best for: Office Managers, Service Teams, & Advisors
Manage active opportunities with clarity and structure. Focus on prioritization, next steps, and keeping opportunities moving.
Client Communication
Best for: Advisors, Client-Facing Roles, Service Teams, & Marketing
Build a structured, repeatable approach to engaging with contacts and managing outreach.
Thursdays
Optimization
Improve efficiency by streamlining processes and using your data more effectively.
Automations & Workflow Design
Best for: Office Managers, Operations, & Service Teams
Reduce manual work and create a scalable, consistent way of working.
Campaigns, Events, & Reporting
Best for: Marketing, Event Coordinators, Operations, & Office Managers
Manage campaigns and events in Swivel to turn data into insights for growth opportunities.
