Best Practices for Inviting Teammates

Aptly is more fun with teammates! Invite your colleagues to Aptly so that you can begin collaborating and communicating effectively.

Adding new technology to your business is a healthy and wholly expected part of growing and becoming more efficient; but no matter how cool it is, new technology is only effective when your team will use it. Let's look at some winning strategies to encourage employees to rapidly adopt Aptly:

Like anything else in life, it's hard to make everyone happy all the time. But, to make a new technology stick, it's a good idea to get your team to "buy in" early. We suggest getting everyone involved in the decision-making process to choose your technology in an effort to get group endorsement. By doing so, you build trust and give everyone a "voice" and a sense of ownership in ensuring success. Some questions your team should answer as you evaluate a new technology include: 

Fitting a new technology into your daily routine can be disruptive, no matter the benefits or how easy it is to use. We recommend focusing on a simple goal that is achievable and connects with the needs of your team. One example can be sharing the responsibility for responding to inbound inquiries from customers or prospects with a team's shared inbox. This goal connects at a personal level for each team member who feels the stress of feeling overwhelmed by their inbox while aligning with business goals to respond quickly to inbounds to improve lead conversion and customer satisfaction.

Any new solution has to contend with – and even uproot – established habits and routines ingrained across years of work. Your goal should be to quickly introduce new technology into everyday rhythms and set a new standard for how work should get done. Send a clear message that your new technology will become an integral part of everyone's daily work life, leaving previous methods behind.

Reed Hastings, CEO of Netflix, appropriately said, "In a fast and innovative company, ownership of critical decisions should be dispersed across the workforce at all different levels, not allocated according to hierarchical status.” Reed speaks a lot about the importance of strong company cultures and points out that they start when every employee feels they own the culture from day one. Create a mindset and mechanism for honest feedback about your tools and how imported workflows are managed. It’s healthy to challenge established business norms and encourage a culture where everyone listens when people do. Leading with empathy makes a difference. Make sure you give your employees room to test out the tool and get comfortable using it. Your role is to clearly communicate how it makes their lives better and support their training to ensure they get as much out of it as you’ve promised.

Make sure you emphasize the benefits that Aptly will bring to individuals and teams while addressing the overall goals and success metrics for the implementation efforts. Your team will buy in when they understand the benefits, expectations, and anticipated results from using Aptly. Help everyone envision a better future with Aptly by using some examples.

We've provided a template here for you to add to your Communication Template Library to announce Aptly to your team.

SUBJECT:

Get Ready for Aptly!

BODY:

Hi {{first_name}},

We recently invested in a CRM/Workflow Management tool called Aptly that integrates with our property management software and will make us work smarter together! Aptly provides a team inbox that lets us work together to manage renter/owner communication (emails, SMS, and calls) while giving us a shared location to manage important workflows from leasing to move-outs on boards with automation and actionable tasks. To help our team collaborate more effectively and [INSERT YOUR KEY GOAL(S)], we will be working with the Aptly Customer Success Team to get things configured and build out our workflows in Aptly.

We hope Aptly will help our team:     

I'd love your feedback throughout the implementation of Aptly, so feel free to share any suggestions.

Sincerely, 

[Your Signature]