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 natural part of growth and efficiency—but even the coolest technology is only effective when your team actually uses it. Here are some winning strategies to encourage employees to rapidly adopt Aptly:

Like anything else in life, you can't please everyone all the time. However, getting your team to "buy in" early is crucial for successful technology adoption. We recommend involving everyone in the decision-making process to build trust and give each person a voice in ensuring success. When evaluating a new technology, have your team answer these questions:

Integrating new technology into your daily routine can be disruptive, regardless of its benefits or ease of use. Focus on one achievable goal that addresses your team's needs. For example, you might start by sharing customer and prospect inquiries through a team's shared inbox. This approach helps each team member manage inbox overwhelm while improving lead conversion and customer satisfaction through faster response times.

New solutions must overcome established habits and routines built over years. Your goal should be to smoothly integrate the new technology into daily workflows and create new standards. Make it clear that this technology will become essential to everyone's work life, replacing previous methods.

Reed Hastings, CEO of Netflix, aptly 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." He emphasizes that strong company cultures begin when employees feel ownership from day one. Create channels for honest feedback about your tools and workflow management. Encourage healthy challenges to business norms and foster a culture of active listening. Practice empathy by giving employees time to learn the tool and get comfortable with it. Focus on clearly communicating its benefits and providing proper training to deliver on your promises.

Highlight the benefits Aptly brings to both individuals and teams while addressing implementation goals and success metrics. Your team will embrace the tool when they understand its benefits, expectations, and potential results. Use concrete examples to help everyone visualize a better future with Aptly.

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]