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Increasing client engagement

Self-paced learning
Launch course

4 Advisor credits


Learning objectives

Increase your client engagement, using Xero and our Xero mobile app to streamline their business, know their numbers and most importantly give back time and increase cashflow.

You can navigate back to the Xero Education Week homepage to check out other recordings.

Course outline

    In this course, you'll learn how to:
    • Interpret and translate your clients use of Xero
    • Hear insights from our small business study and find out what your clients want from you
    • Where to find the best XeroU education for your clients and training tips
    • Use our mobile app to reconcile, review quotes, upload spend money receipts and use Xero Files
    • Quoting, Purchase Orders, Sales invoices, payment gateway process flow
    • Business Performance ideas for the Dashboard
    • Business Assurance Dashboard
    • Use Contacts to group and invoice
    • Use Smart Lists for better insights to help your clients
    • Engagement ideas such as surveys, methods of quick and easy communication

Topics covered

  • My Xero

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