New
September 06, 2021
Loom SOP is now in PB Central. Create videos quickly and easily.
Thinking about using Loom?
Need a quick and easy way to demonstrate processes?
Read on!
The Standard Operating Procedures for Loom are now in PB Central. This is easy to follow, with screen shots to assist you. You’ll find it quick to start.
With a free starter plan (restricting your number of videos), and the ability to record your screen but not your face 😜, you’ll wonder why you haven’t been using this for years.
You’ll love Loom for:
• Adding context to your Client Bookkeeping Manuals.
• Showing clients how to follow a process (setting up 2FA or bank feeds).
• Creating a library of often explained tasks using a demo file.
• Assisting tech-challenged clients, as Loom videos can be added to an email for easy access.
#sop #loom #clientmanual #video