This guide explains how to turn your Tribe setup into a daily habit for your team. It focuses on onboarding, building consistent usage, and using reporting to support long-term adoption. You might use this step once your structure and data are in place and you are ready to move into everyday use. By following this guide, you will help your team feel confident, supported, and motivated to work with Tribe each day.
Table of Contents
Background And Context
What Does This Step Do?
Step By Step Instructions
Tips And Best Practices
Quick Summary
Background And Context
A CRM system only becomes valuable when it is used consistently. Even the best setup will fail if it does not become part of your team’s routine. This step focuses on helping people feel comfortable, supported, and motivated to work with Tribe every day.
What Does This Step Do?
This step helps you introduce Tribe to your team, support them through onboarding, and encourage long-term usage. It also shows you how to use reporting tools to monitor progress and guide improvements. The goal is to make Tribe a natural and reliable part of everyday work.
Step By Step Instructions
1. Getting colleagues on board
Invite your users and provide a brief introduction to Tribe. Organize a short training session to explain the basics and show how Tribe will make their daily work easier. Check out this video on how to get your colleagues onboard:
2. Adoption
Set up an adoption plan to ensure consistent usage. Celebrate milestones, hold Q&A sessions, and highlight team members who actively use the system to maintain momentum. You can also review this video for more tips on how to make adoption a success.
3. Reporting: How is it going?
Combine views, widgets, and dashboards to monitor usage and activity. Reporting helps you see adoption trends, identify any gaps, and guide continuous improvement over time. If you need additional support, you can watch the video below:
Tips And Best Practices
Keep training short and practical.
Focus on small daily habits rather than perfection.
Encourage questions and feedback.
Use reporting to support, not control, your team.
Quick Summary
Making Tribe part of daily work helps your team build consistent habits. Onboarding, training, and clear reporting support long-term adoption. By completing this step, you ensure that Tribe becomes a natural and trusted tool for everyday success.