Ever wondered how to truly master Quivr and maximize its power? In this "What Does This Button Do?" episode, Steve and Will unpack Quivr's comprehensive Support & Community resources.

Learn how our extensive video library (including a full New User Onboarding Course), efficient ticketing system with personalized video responses, and live Office Hours provide direct, even consulting-level, assistance. Discover how user feedback directly fuels Quivr's continuous improvement and new features.

Unlock Quivr's full potential and streamline your firm's growth. Don't be afraid to push the button!

Steve and Will explore Quivr's powerful Onboarding Module, designed to create a seamless experience for new clients. Learn how to customize this digital checklist to your firm's unique process, ensuring nothing gets missed.

We'll cover:

➡️ The philosophy behind the module: Gain relationship equity from day one.

➡️ Customization: Tailor the module to your specific onboarding steps.

➡️ Workflow integration: Combine the module with Archr automations for maximum efficiency.

➡️ The "Perfecting Your Onboarding Process" Master Class: A step-by-step guide to using the module effectively.

In this episode of What Does This Button Do?, Steve Drost and Will Kaplan dive into the Quivr home page—your personal command center. Learn how to shift from being a reactive advisor to a proactive one, how to "train your eyes" to use the homepage efficiently, and why your daily workflow starts here. Whether you're new to Quivr or looking to get more out of it, this video will help you maximize your day from the moment you log in.