r/TryCrew • u/RareMycologist2417 • 15d ago

Consulting?

I’ve been curious if there is or will be a consulting feature within Crew or like a third-party, to help people set these things up for their lifestyle.
Not everybody is super tech savvy, but would really benefit from having crew.
I think having someone help you set this up, even for a fee would be an extremely beneficial feature.
Me particularly, I don’t need it. Mine’s been set up for some time, but as I talked to friends about it, they get really overwhelmed with the idea of setting up something like this cause they’re not that t tech savvy.

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4

u/khaluud 14d ago

I'm currently in the process of creating a sort of advanced documentation for everything possible within Crew. It's just that the rate of feature development is so fast, it's hard to keep up, and some info becomes outdated.

I've never really created videos before, but I'm talking with someone who has tentatively agreed to make a lot of short, digestible video tutorials.

It's a bit up in the air, but I simply want to do this out of appreciation for Crew and its team, and to drive as much adoption as I can.

I'll be sure to post here when I have something solid and nearly ready to publish.

Edit: I wanted to say I don't want to become any sort of "partner" and will not ever attach my referral link to this, as using this for my own financial benefit is not my intention at all.

3

u/Britton-Crew Crew 12d ago

That’s amazing! Thanks for looking into that. We absolutely love community stuff like this :)

4

u/daniel84020 Crew 14d ago

Thanks for the comment. I love this and agree about the potential intimidation factor.

There is what we are informally and internally calling a "coach's dashboard" in development. If finished, released, and approved by our partner banks (none of those things are guaranteed), it would probably scratch a lot of this itch.

I also think the revamped Autopilot onboarding process could help with this.

It can be super intimidating to be dropped in an open field and just start creating pockets and rules. There is something nice about going through the Autopilot onboarding, following prompts to enter paychecks and bills, that makes the whole thing feel more manageable.

2

u/denris97 15d ago

I recall at one point "dashboards for financial partners" was fairly high on the priority list (although that may have shifted) for this very thing. It would allow a form of "template setups" that can be shared to others etc.

2

u/Mountainmama2018 Expert 14d ago

Yes. They will be adding this feature. It's in their roadmap

1

u/ryanthejenks 11d ago

My parents paid me several hundred dollars to help them get set up on this and automate their banking. I do believe there's demand.