Equity (U.S. Team)

12/18/20: Bradford and Nate

In this Fireside chat, Bradford and Nate discuss the different ways you can earn equity at Levelset and what it's worth. We review several different employee equity scenarios, and how you can earn more equity over time (and how that equity's worth has grown significantly in the last few years).

For more information, we recommend checking out the Stock page on the employee center here.

Cairo Vacation Spots

12/16/20: Harty and Hussam

Join us for a very special chat presented by our Cairo team! Whether you miss traveling to new places or just want to warm up a bit, we’ll hear all about our Cairo friends’ favorite vacation spots. You can also see the slides available here!

Arabic Language اللغة العربية

8/26/20: Nada Othman and Nazly El Shazly

Join us as Nada Othman and Nazly El Shazly discuss Cairo culture and popular Arabic phrases you would hear around the Cairo office. You can also see the slides available here!

Research

8/25/20: Katherine Oikle

In this Poolside Chat, Katherine discusses processes for both the Pro and Ultimate Scout teams, answers to common questions about how research work, and ways the Scout Research teams empower our customers to get what they earn and empower the company overall.

Data and Insights

8/18/20: Josh Nguyen and Jason Bull

Josh and Jason discuss the data team's structure, goals, and priorities in Q3 and beyond. Watch now to learn more about how data supports different sections of the company, including the Revenue Rocket and Escape Velocity.

SBA Loan Chat

5/26/20: Nate Budde and Bradford Walker

Nate and Bradford discuss the roller coaster ride of the SBA loan, and what the loan means for Levelset and other small businesses in the US.

Building Emotional Resilience in Uncertain Times

5/19/20: People Ops

• How you can combat stress in uncertain times using emotional resilience

• Three skills you can implement in your every day routine to foster resilience

• Tools and resources you can use to better manage stress and anxiety, and look for balance in your day

• How to nurture resilient teams (whether that's at work, at home, or with your friends) and navigate stress, challenges, and tough conversations together

Retainage: The Good, The Bad, and The Texas

4/28/20: Solo

Raise your hand if you can successfully answer every customer question about retainage! If you’re not raising your hand (upside down smiley face), no worries, cause we’ve got Legal Expert Extraordinaire, Solo, on deck to answer your burning questions about this elusive topic. He’ll cover the good, the bad, and the Texas in this poolside chat you won’t want to miss!

How to Excel at Excel

4/21/20: Sidney Schovee and Nate Emmerson

All those things about Excel/Google Sheets you’ve wondered how to apply to your daily life but been too embarrassed to ask? Sidney and Nate have got you covered. From vlookup to pivot tables, our in-house Excel Experts will break down the easiest tips and tricks to saving you time (and the headache) when those numbers are due.

Levelset Through the Customer Lens

4/7/20: Piper Browne

What better way to Help First than to see exactly what our customers see on their first hands-on experience with the platform: the training call. Join us on Tuesday morning as Piper leads us on a journey not everyone at Levelset has been exposed to: Levelset Through the Customer Lens. This is your chance to zoom out, go back to basics, and reassess what it means to truly Make Complex Things Simple.

Remote Work Resiliency

3/31/20: Molly Marques

• The number 1 key to a successful day of remote work

• How to generate energy and keep your mind sharp during the day

• Additional remote work best practices!

Giving Feedback

3/24/20: Alexa Younger

• How to give better, more productive feedback

• Tips on asking for the right feedback

• Why giving good feedback is important for growth

• Examples of giving good feedback we all can use!

Sales + CS Handoff Process

3/17/20: Greg Saunders and Alyssa Frank

• A walk through of the customer experience.

• How referrals can get us BOTH paid!

• How we can use the sales handoff notes to create a smoother on-boarding experience.

• How can we better communicate expectations using the churn risk forms.

Expert Center + Expert Information

2/13/20: Matt Viator

• Legal Advice vs. Legal Information

• Why the Distinction Is so Crucial to Levelset

• How to Use the Expert Center to Make Your Job Easier

• Why Posting Expert Center Questions Helps Everyone Around You

Financial Services and FinTech

2/4/20: Michael Williams

• What is Financial Services? What is FinTech?

• Why Levelset is investing in FinTech

• Help First: How FinTech will empower your customers to get what they earn

• FinTech A Million: How FinTech validation in 2020 will lead to escape velocity in 2021+

• How you can help Levelset reach it’s FinTech goals

How Organic Traffic Helps us Hit Escape Velocity

1/21/20: Alex Dunn

• What Escape Velocity Looks Like For Us

• Why Escape Velocity Matters to the Business

• How We Measure Escape Velocity

• How Escape Velocity Connects To YOUR Job

Let the Ball Drop, Don't Drop the Ball

12/31/19: Julie Leveque

• A "wheee"? What even is that?

• Most common "wheees" and how we diffuse them with 5-star support.

• Communication rules to rule out room for error.

• How you can turn a 1-star moment into a 5-star customer experience and story.

• How everyone can build peaks moments through WOW, knock-your-socks-off support.

What is the UDG?

12/17/19: Andrew Dunn

• What a graph database is and why it's valuable.

• The history of the UDG at Levelset and what we've done with it.

• Why it's important to our business strategy, particularly in 2020.

• How to get insights from the graph and use the Scout Explorer.

Financing and Stock

12/3/19: Bradford Walker and Nate Budde

• What does the Series C fundraising mean to the company?

• What does it mean to you, and your stock in the company?