Customer Success Workshop
Effective Tips For Subscription Configuration & Prospect Management
Ask us your complex fundraising questions and learn common troubleshooting workflows to send out and receive back a fully executed subscription document with ease.
Thursday at
10:00am PT
(Bi-weekly)
60 Minutes
This workshop is intended for users who have already begun the fundraising process and do not need introductory instruction on how to fundraise using Juniper Square. Join us for a dedicated session each week where we answer your tough fundraising questions.
In this session, we will focus on:
- Common troubleshooting workflows
- Your fundraising and digital subscription questions
Hosts
Our Customer Success Managers and Product Support Specialists have experience working with our 1,700+ GPs across capital markets. Each session is hosted by a member of our team intimately familiar with the Juniper Square platform.
Additional Workshops
Juniper Square Workspace Essentials
Mondays at 10:00am PT
Marketing Your Raise Essentials
Mondays at 1:00pm PT
Closing Your Fundraise: Digital Subscriptions
Tuesdays at 10:00am PT
Launching Your Investor Portal Essentials
Tuesdays at 12:00pm PT
Investor Reporting Essentials
Wednesdays at 12:00pm PT
Investment Operations Essentials
Wednesdays at 10:00am PT
Streamlined Distribution Payment Essentials
Every other Wednesday at 1:00pm PT
Distribution Payments Setup & Best Practices
Every other Friday at 1:00pm PT
Waterfall Fundamentals
Every other Wednesday at 11:00am PT
Waterfall Configuration Troubleshooting
Every other Thursday at 1:00pm PT