New to the process

Question

Hello everyone,I am a semi-retired Financial Adviser. I sold my practice five years ago and now work solely with my life and annuity clients. Some new business comes my way now and then, but mostly it’s customer service, helping people out who have been good to me over the last fifty years. In the old days my staff did everything, but that was a while ago so today I’m a bit lost.My practice is simple, its usually using the same process and standard forms again and again. I could use some help in quickening the process.Can I get some one on one basic training with someone who will look at my day to day, and provide tips and pointers on speeding up my method? I am willing to pay for your time.Thank you in advance,S***** A********sd*********@gmail.com760-***-***Carlsbad, CA

emily.cook · Answer

Hi ​@Sambro55, welcome to Docusign!I wanted to make sure you’re aware of our official training resources on Docusign University. Since we can’t officially offer 1:1 services, DSU is our first-line resource for getting customers enabled as quickly as possible😊

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