Course Outline

  1. 1
    • Welcome! 😁

    • How to Navigate the Course

  2. 2
    • Permission Levels

    • Creating an Internal Guide

  3. 3
    • Contacts and Lists

    • Actionable Metrics

  4. 4
    • Huzzah 🥳

    • Reflection Discussion

    • Course Completion Survey


Customer Enablement Consultant

Katie Wiseman

I'm your coach, your cheerleader, your biggest fan, your expert in all things stewardship, fundraising, engagement, and recruitment. Why? Because I've done the jobs. I've been in the same boat when it's smooth sailing and when it's taking on water. So I've made it my mission to be your first mate as you build better and lasting relationships using ThankView. Whether you need training, customer examples, specialized courses, or just a listening ear, I've got your back.