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Truss Tribe Live Series

Written by Jamie Hancock

Hey Truss Tribe πŸ‘‹

We’re kicking off something new… and we’re pretty excited about it πŸ˜„

πŸ”₯ Introducing the Truss Tribe Live Series β€” 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 workflowsβ€”so you can jump into the ones that matter most to you.

πŸ‘‰ Join one, or join them allβ€”it’s totally up to you.


πŸ’₯ What we’re covering:

  • βš™οΈ Settings (from foundation β†’ pro tips)

  • 🧩 Contacts, Entities & Drive

  • πŸ€– Max AI

  • πŸš€ Client Intake & Recurring Tasks

  • πŸ“‚ Organizers β†’ Projects β†’ Tasks β†’ Client Experience (full workflow)

  • πŸ“‘ Workpapers

  • πŸ“¦ Assembly & Delivery

  • πŸ” File Sharing & E-Signatures

  • πŸ”— Integrations (including Karbon + more)


Registration Links

Every Thursday, join us for Let’s Talk Truss: Live Q&A Session


Recordings & PDF

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