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Truss Tribe Live Series

Written by Jamie Hancock

Hey Truss Tribe ๐Ÿ‘‹

Weโ€™re kicking off something newโ€ฆ and weโ€™re pretty excited about it ๐Ÿ˜„

๐Ÿ”ฅ Introducing the Truss Tribe Live Series โ€” a weekly lineup of sessions designed to help you get the most out of Truss (without the boring training vibes).

Each session is focused, practical, and built around real workflowsโ€”so you can jump into the ones that matter most to you.

๐Ÿ‘‰ Join one, or join them allโ€”itโ€™s totally up to you.


๐Ÿ’ฅ What weโ€™re covering:

  • โš™๏ธ Settings (from foundation โ†’ pro tips)

  • ๐Ÿงฉ Contacts, Entities & Drive

  • ๐Ÿค– Max AI

  • ๐Ÿš€ Client Intake & Recurring Tasks

  • ๐Ÿ“‚ Organizers โ†’ Projects โ†’ Tasks โ†’ Client Experience (full workflow)

  • ๐Ÿ“‘ Workpapers

  • ๐Ÿ“ฆ Assembly & Delivery

  • ๐Ÿ” File Sharing & E-Signatures

  • ๐Ÿ”— Integrations (including Karbon + more)


Registration Links

Every Thursday, join us for Letโ€™s Talk Truss: Live Q&A Session


Recordings & PDF

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