Autobooks Program Resources for FIs
Program Resources
Our program comes with a plan. And everything else you might need.
We empower financial institutions to not only launch Autobooks successfully, but to build a better small business program in the process.
Webinars & Workshops
Lean into our learnings, set up to help you make the most of your program.
Our instructional webinars and guided workshops are geared for all experience levels — from new product managers to seasoned business bankers — and everyone in between.
Launch Workshop
In this workshop, we provide you the guidance and step-by-step resources you need to quickly test the product, train your team, market your launch, and manage your program.
Acceleration Workshop
This three-week capstone is designed for institutions interested in taking their small business program to the next level, fast. The focus is on learning how to fully leverage Autobooks Hub to better track, convert, and engage small business customers.
Thought Leadership
The Autobooks team will help you better understand the small business market with a wide range of timely topics. Hear from financial institutions, small business owners, product experts, and more.
Training Resources
A gameplan to get you going. Resources to help you stay on top.
Our training plan and resources are designed to help your institution start strong, stay informed, and achieve lasting success.
Training Plan
We’ve developed five steps to help you prepare most effectively, when time is limited. Once all teams are trained, it is vital that ongoing education continue to keep the product top of mind.
Training Resources
Refer to our growing library of guides and videos to help your team get the information they need quickly, especially when supporting customers.
GO-to-market resources
Win more customers with targeted content designed to convert.
Leverage our ready-made emails and social content based on your specific needs — feel free to follow our yearly marketing calendar or simply create your own campaign.
Marketing Calendar & Campaigns
If you’re in search of seasonally inspired marketing campaigns, this is where you turn. Just customize for your specific audience and hit send.
Turnkey Resource Kits
Prefer to maintain some control? Access our growing collection of GTM resource kits custom built for a variety of business audiences and seasonal events.