Handoff Breakfast Club · Live Walkthrough
Know which projects need attention before they cost you more
Your bank balance won’t tell you which project is over budget or where your margin is slipping.
Our product team will show you how Business Advisor answers those questions, from your Daily Brief to digging deeper with Insights.
- Format
- Live Walkthrough + Q&A
- Date
- October 9 · Friday · 8 AM CT
- Featuring:
- Handoff product team
Save your spot
Learn what to check each morning to catch problems earlier.
October 9 · Friday · 8 AM CT · Business Advisor live
What you’ll learn
- 01
Build a useful morning check‑in
See how to use your Daily Brief to review the business before project demands take over your day.
- 02
Find the projects that need a closer look
Spot slipping margins and budget overruns before they eat further into profit.
- 03
Look beyond revenue to cash coming in
Check unpaid invoices and cash trends to understand what’s owed and what needs follow‑up.
- 04
Ask better questions about your business
Watch the team use Insights to answer questions like “Which projects are over budget?” Bring your own for the live Q&A.
Your takeaway: A Business Advisor setup checklist so you can repeat the walkthrough in your own account.
October 9 · Friday · 8 AM CT
Leave knowing what to check and where to start
See Business Advisor in action, get help with setup, and ask how to use it for the decisions you’re facing.
Save your spot