Primary Outcome
Your team leaves the session with the skills and confidence to use MarginEdge effectively.
What's included
- One 45-minute expert-led session
- Focus on the area and tools most important to you
- Follow-up recommendations based on your needs
Who is this for?
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New team members
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Existing users looking to sharpen skills
- Teams introducing new workflows
Session Details
We offer two areas of focus. Each includes one 45-minute session with a product expert. General topics are described below, but ultimately, these sessions can be tailored to your greatest areas of need:
Operations Training
Popular topics include recipes, inventory, reporting, and analytics.
Accounting/Finance Training
Popular topics include exporting to accounting, invoices, bill pay and vendor statement reconciliation
“ It's difficult to capture the enormity of what MarginEdge Professional Services did for our business. We no longer feel like we're working on an island. We have a partner who understands and is able to help. That has freed up so much brain space to focus on what matters. ”
Melanie Fletcher | Owner | Brehm's Return
Schedule a 15-minute consultation call before booking a session
Want to learn more before you book a session? Not quite sure which service is best for you? Looking for something custom? Schedule a quick call with an expert from our team who can walk you through exactly what to expect and help you find the best service for your needs.
Ready to book your session? Click here instead.
Some fine print
- We cannot provide tax advice or investment advice
- All services are non-refundable and non-transferable
- Payment is collected at time of booking
- 48-hour notice required to reschedule; missed sessions without notice may be forfeited
- Services must be completed within 90 days of booking
- All of our professional service packages are subject to these terms and Rules of Engagement