Q1 2026 Webinar Series

## The Small Business Flywheel:  How to Drive Adoption, Usage, and Growth

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###### **Why Small Business Banking Needs a Rethink**

Small business demand has not disappeared. But adoption and engagement with banking services remain a challenge.

The problem is not effort or intent. It is a combination of internal misalignment and external competition.

Financial institutions are struggling as small businesses increasingly turn to third-party tools, while internal initiatives remain fragmented across strategy, product, and go-to-market teams.

As a result, adoption stalls and growth never compounds.

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###### Build Your Small Business Flywheel

The Small Business Flywheel is a thought leadership framework designed to help banks and credit unions turn small business banking into a sustainable growth engine.

The series focuses on one core idea:

Small business growth happens when strategy, product, and execution are aligned around how businesses actually operate.

Across three executive sessions, we will explore how alignment drives adoption, usage, and long-term results.

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###### It’s Not Just More Information, It’s a Plan of Attack

To make alignment tangible, this webinar series introduces a practical initiative financial institutions can rally behind.

Throughout the series, we will ground the Small Business Flywheel framework by focusing on an engagement and adoption plan for construction and trades businesses.

We will share data on why the construction and trades industry is a strong starting point, along with the training and go-to-market assets needed to effectively target and support these customers.

### About the Series

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Webinar 1

##### Why Small Business Banking Stalls Without Strategic Alignment

How internal alignment sets the foundation for adoption, usage, and growth.

_This session is complete:_

_[Watch the recording](https://learn.autobooks.co/webinars/2026#01-22)_

Webinar 2

##### Implementing the Small Business Customer Flywheel

How small businesses actually adopt banking tools, with practical guidance on identifying and engaging construction and trades SMBs. Includes downloadable marketing and sales assets.

_This session is complete:_

[_Watch the recording_](https://learn.autobooks.co/webinars/2026#02-12)

Webinar 3

##### From Strategy to Results

Early results, best practices, and how banks maximize the Autobooks program once the flywheel is in motion.

_This session is complete:_

_[Watch the recording](https://learn.autobooks.co/webinars/2026#03-19)_