How to introduce your team members to Receptive

When you're ready to invite your team members into your Receptive account, you'll want to tell them:

  • What Receptive is
  • Why it's so beneficial to them
  • How to find & use it
  • What they can expect


Use our template for introducing your teams to Receptive here. You'll want to include the following...


Fill out this guidelines template and share with your team so they know what your goals are with Receptive, what to add, how to add new items, and what each status means. 

Create a CEO video

Have your CEO record a 1-2 minute video explaining what Receptive is, what your goals are with Receptive, and how it will benefit your company.

This is very powerful because the message is about the benefits of using your software and is coming directly from the leadership team.

It can take a little organizing but the time spent is worth the effort for the amount of buy-in & engagement that is created. Share this with your whole company (and customers!)

Here's a great example of our customer Planet DDS and their manager explaining what receptive is:


Share these resources with each of your teams:

Invite your team in

Once you've prepped your team, use the instructions here to invite your team members in. 


Any questions? Email or use the form here.




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