Onboarding & Education

For Current Customers    |    For New Customers

Product Training Onboarding

A computer screen displaying a training dashboard titled "Welcome, Home Care Pulse." It shows metrics such as total sessions completed, time spent, and assessment scores. There is a navigation menu on the left sidebar. The top bar includes icons for registration and awards.

Activated Insights Training –
Product Training Session

Activated Insights Training – Product Training Session

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

Every Monday, 2pm-3pm EST

Register
A screenshot of a website titled "Recognition." Below the title, there is a dashboard for "Grandma's Loving Care" displaying various charts and graphs with data for average scores, cooling hearts, and recognitions over the last 3 years. Various icons are also visible at the top.

Activated Insights Reputation Management – Product Training Session

Activated Insights Training – Product Training Session

This product training session is designed for current customers using the Activated Insights Reputation Management product. This is best for brand new customers to Activated Insights or brand new team members at your agency that want to better understand how the product works. At the end of the session we will open it up for questions.

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

Every Tuesday, 3:30pm-4:30pm EST

Register
A screenshot of a software interface titled "Experience Management." It displays a dashboard with a welcome message, "Welcome, Grandma's Loving Care," alongside various metrics, charts, and scores related to client feedback, industry benchmarks, and geographic regions.

Activated Insights Experience Management – Product Training Session

Activated Insights Training – Product Training Session

This product training session is designed for current customers using the Activated Insights Experience Management product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session we will open it up for questions.

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

Every Thursday, 1pm-2pm EST

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Activated Insights Training – Product Training Session

This session is designed for current customers utilizing the Activated Insights Experience Management product. During this session you will review your first monthly feedback report and we will discuss best practices. The end of the session will be left open for any questions.

Activated Insights Experience Management – Month 1 Report Review Training Session

This session is designed for current customers utilizing the Activated Insights Experience Management product. During this session you will review your first monthly feedback report and we will discuss best practices. The end of the session will be left open for any questions.

First Tuesday of the Month, 12:00pm-1:00pm EST

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Customer Workshops

Build on your Activated Insights product expertise with monthly Customer Workshops. These workshops go beyond our standard onboarding training. They teach customers how to utilize the platform to solve common problems and drive results. Attend live workshops or watch the recordings and get one step closer to becoming an Activated Insights product expert.

Self-Guided Workshops

On-Demand Workshop Recordings

  • Promotional image for a customer workshop on "How to Maximize Your Use of Activated Insights, Experience Management." Features a portrait of Crystal Simms, Customer Success Manager, with a logo of Experience Management.

    There's probably a gap between your ideal client and caregiver experience and the experience they're actually having with your agency. Understanding where those gaps are, and what you can do to fill them, is key to your agency's success.

  • Slide promoting a customer workshop titled "How to Maximize Your Use of Activated Insights Training," featuring Cody Thomas, Customer Success Manager. The background is dark with a headshot of Cody and the Training logo.

    One of the most important things you can do for your clients and caregivers is to make sure you're using a good training platform to its fullest extent.

  • Promotional image for a customer workshop on "How to Maximize Your Use of Activated Insights: Reputation Management" by Recognition. Features a headshot of Nick Mecham, Customer Success Manager, alongside the event details.

    Let's face it: potential clients and caregivers care a lot more about what your current clients and caregivers say about your business than what you say about it. With that in mind, we're ramping up our efforts to help our customers maximize their use of Activated Insights Reputation Management (formerly Review Manager).