Taverity Getting Started Video | customer onboarding video made with ngram

About the video

This customer onboarding video was made with ngram to walk new taverity users through setting up their first automated client follow-up routine. the video covers downloading the app, subscribing, and organizing contacts into lists such as past buyers, sellers, and referral partners. it then shows how to build mini-campaigns using personalized message templates, schedule triggers like birthdays and closing anniversaries, and choose between manually reviewing messages or letting routine check-ins send automatically. a key feature highlighted is taverity's apple shortcuts integration, which sends texts from the user's own iphone number through their native messages app rather than a third-party sms gateway or separate business number. aimed at real estate agents, loan officers, and other referral-driven professionals, the walkthrough demonstrates how to get a follow-up pipeline moving in just minutes a day and directs viewers to taverity.com to download the app and start their first campaign.