{"id":41821,"date":"2026-06-09T16:14:15","date_gmt":"2026-06-09T20:14:15","guid":{"rendered":"https:\/\/www.method.me\/?post_type=video&#038;p=41821"},"modified":"2026-06-09T16:14:15","modified_gmt":"2026-06-09T20:14:15","slug":"workflow-workshop-4-keep-customers-engaged-coming-back","status":"publish","type":"video","link":"https:\/\/www.method.me\/videos\/workflow-workshop-4-keep-customers-engaged-coming-back\/","title":{"rendered":"Workflow Workshop #4: Keep Customers Engaged &amp; Coming Back"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/1199883188?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Workflow Workshop: Keep Customers Engaged &amp; Coming Back\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">This is the <strong>fourth session<\/strong> in our ongoing Workflow Workshop series, featuring live demos built for manufacturing and distribution teams who want to reduce manual work and fix the operational bottlenecks that come with running a QuickBooks-based business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this session, Errol and Matas show what a robust customer portal can look like in Method, including how customers can reorder products, check invoices, access documents, and get the information they need without calling your team. They also walk through how to customize portal functionality around real customer relationships and use sales dashboards to see what is happening across the business in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can <strong><a href=\"https:\/\/www.method.me\/workflow-workshop\/?entry_point=recording\">register for the full Workflow Workshop series here<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to turn customer and vendor relationships into your most defensible competitive advantage. Watch Method and Forwardly show you how to build systems that strengthen trust, streamline operations, and protect your business from market volatility.<\/p>\n","protected":false},"author":73,"featured_media":41822,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6735],"tags":[],"class_list":["post-41821","video","type-video","status-publish","has-post-thumbnail","hentry","category-resources"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Workflow Workshop #4: Keep Customers Engaged &amp; Coming Back &#8212; Method<\/title>\n<meta name=\"description\" content=\"Watch Session 4 of the Workflow Workshop. See what a robust customer portal can look like in Method, including how customers can reorder products, check invoices, access documents, and get the information they need without calling your team.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/videos\/workflow-workshop-4-keep-customers-engaged-coming-back\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflow Workshop #4: Keep Customers Engaged &amp; Coming Back &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Watch Session 1 of the Workflow Workshop. See how Method captures leads from forms, email, and manual uploads, and follows them all the way through to a paid invoice. 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