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Meet Your Customer Success Managers

We designed Boardable to be intuitive and easy to use. However, each organization has unique needs and considerations, and sometimes account administrators might want a little extra help. This is where our support team steps in to help you achieve your highest and best. Meet your Customer Success Managers, Laura, Katie, and Samantha.

The Boardable Customer Success team helps accounts find success with the platform.

How Customer Success Managers Help

First of all, we assign a Customer Success Manager to every Professionals or Enterprise account of Boardable. You will be able to talk to your CSM any time you have a question. Depending on what challenges your organization has, your Customer Success Manager helps in various ways.

These are just a few examples of what our CSMs do for their customers.

  • Give account administrators tips for encouraging board members to adopt Boardable
  • Train administrators on Boardable features
  • Suggest best practices for adding new users and organizing them into groups
  • Educate about feature functionality and how to use Boardable most efficiently
  • Address technical or bill-pay issues

Customer Success Managers enjoy talking to their regular accounts, and learning about their board successes and challenges. They offer regular feedback to our product development team about what would be helpful to our customers. The CSMs also use customer input to inform the content we supply in this blog, and the premium resources we will add in the future.

RELATED: Boardable Reviews: What Do Nonprofits Like Yours Say About Us

Are you on an Essentials plan? Boardable supports you in the following ways.

  • The Boardable Academy, with quick-start resources to run better board meetings. Find videos tutorials, articles, and links to all upcoming training webinars
  • Frequently Asked Questions help center, with step-by-step instructions for features
  • Resource Library, with video tutorials and informational nonprofit articles
  • Technical support (including the pop-up chat) from Boardable staff for various troubleshooting needs
  • ONGOING: The addition of Boardable software features and current feature improvements
  • ONGOING: Monthly training webinars to help administrators and board members use Boardable effectively (check The Boardable Academy for upcoming dates)
  • UPCOMING: Consultant office hours in areas such as governance, board engagement, fundraising, etc.

As always, if you are in a free trial or a paid subscription, don’t hesitate to contact us with any questions, comments, or suggestions. We always welcome and value your feedback. At Boardable, we are committed to making an indispensable tool for your nonprofit board success.

Visit The Boardable Academy


Interested in how to make your board of directors more productive through the effective use of technology? Boardable is a software platform that centralizes all communication between you and your board. Find the best meeting times, securely store all of your documents, archive discussion threads and more—all in one place. Click below to schedule a demo with a member of our Boardable team.

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