Do you know what it takes to successfully transition your team into a virtual team? We do, so today I’m joined by Amber Crowe, our Client Success Coach and Director of Operations, to give you a step-by-step guide. These tips are especially important in the wake of the coronavirus pandemic. There’s a lot of uncertainty out there, but we have the best strategies to help you move into the virtual environment.

Cited below for your convenience are timestamps that will direct you to various points in the video. Feel free to watch it in its entirety or use these timestamps to browse specific points at your leisure:

1:19—Making sure your CRM is up to date, and how you can benefit from using online tools like Slack, Hubstaff, and Loom
3:13—The importance of doing daily huddles with your team
3:57—Using DocuSign for transaction coordinators and obtaining virtual notary certifications
4:32—Other ways to use Zoom
5:17—John Martinez talks about how to transition your business into buying virtually
5:49—How to remain a resource for your clients
8:03—Wrapping things up

If you have questions about this topic, don’t hesitate to reach out to us. We’d be happy to help.