Getting Started with Relate.

Welcome to Relate! This guide will walk you through everything you need to know about using Relate, from collecting intelligence in your first meeting through to building your story more effectively using trust metrics. Each section includes easy to follow steps, tips and templates that will have you mastering Relate in no time.

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Master Relate in 5 easy steps.

Step 1:

Tour your Relate dashboard, Relate on MSFT Teams or Zoom.

Step 2:

Set up a meeting. Set up a group meeting, webinar and interactive short videos. 

Step 3:

Set up sales scripts and resources for your team and stakeholders to access in a meeting.

Step 4:

How to access our attendee analytics.

Step 5:

How to access Sandi’s coaching and event analytics.

Integrate with your CRM and video communications platform.

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Testimonials

“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Forum 360

“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Forum 360.

”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Forum 360.