Self-Development & Growth

One of the most important self-development goals is to regularly visit the Texada Knowledge Base.

This is your gateway to learning about Texada products. Explore over 1,000 articles covering Sales, Rental, Service, and more, or watch more than 75 on-demand training videos to deepen your product knowledge.

Whether you’re new to Texada or a seasoned user, this online portal is your go-to resource for discovering new features, best practices, and ways to get more value from every Texada product.  

Whether you’ve been using Texada products for years or are just getting started, setting learning goals is a key part of building your expertise and taking your product knowledge to the next level. Regularly setting achievable goals helps you stay focused, measure your progress, and continually improve your skills. This section will walk you through setting realistic objectives, tracking your learning journey, and staying committed to ongoing growth—whether you’re a new user or a seasoned pro.

For experienced users, goal-setting becomes more strategic. You can focus on refining your skills and exploring advanced Rental Management features to boost efficiency and get even more value from the system. Next, we’ll explore a variety of recommended goals for both new and experienced Rental Management users.

Main User Groups

As a new user, goal setting your commitment to yourself to develop some form of guided roadmap for learning and mastering a Texada product. Some general benefits of goal setting include:

  • Structured Learning: Helps break down the learning process into manageable steps.
    Example: Setting weekly goals to learn different sections of Rental Management.
  • Progress Tracking: Enables you to monitor your improvement over time.
    Example: Keeping a log of completed learning tasks and achieved milestones.
  • Motivation: Goals provide motivation and a sense of accomplishment.
    Example: Rewarding yourself for completing each learning objective.

Advanced Users – Goal Setting:

  • Optimization: Continuously refine and optimize your business workflows and processes in Rental Management.
    Example: Experiment with different automation rules to reduce manual tasks.
  • Innovation: Explore new features and integrations that can further enhance your usage of the system.
    Example: Pilot new reporting tools or third-party integrations that align with your business needs.
  • Leadership: Use your expertise to mentor new users and contribute to the development of best practices within your team.
    Example: Lead training sessions or create internal guides for your colleagues.

Completing initial learning goals for a Texada product is an exciting first step. However, true mastery and deep understanding require a structured approach. 

Setting intermediate and long-term goals provides a roadmap for continued growth. These goals act as milestones, breaking down complex learning into manageable chunks. They keep you motivated, focused, and provide a sense of accomplishment as you progress. 

By consistently setting and achieving these goals, you’ll gain a comprehensive understanding of the Texada product’s capabilities, unlock advanced features, and ultimately become a proficient user.

New User – Initial Goals:

  • Basic Navigation: Learn to navigate the main menu and dashboard.
    Example: Spend 30 minutes each day exploring different main and sub-screen menu options/dashboards.
  • Key Features: Understand the primary features of Rental Management.
  • Daily Activities: Log daily activities and interactions in Rental Management.
    Example: Record all sales calls and meetings in the system.

 

New User – Intermediate Goals:

  • Advanced Features: Dive deeper into reporting and analytics tools.
    Example: Generate weekly sales performance reports.
  • Customization: Customize your dashboard and reports.
    Example: Add relevant widgets and create custom reports.
  • Efficiency Tools: Utilize workflow automation to streamline tasks.
    Example: Set up automated follow-ups for leads.

 

New User – Long-Term Goals:

  • Mastery: Achieve proficiency in all areas of Rental Management.
    Example: Read more learning materials online via Texada Academy on Rental Management.
  • Optimization: Continuously optimize your use of Rental Management for better results.
    Example: Regularly review and update your workflow automation rules.
  • Knowledge Sharing: Help train new users and share best practices.
    Example: Lead a training session for new team members on using Rental Management, and why it is important to your business.

As an experienced user, your goal-setting should reflect your advanced understanding of Rental Management. Consider setting goals that challenge your expertise and push you to innovate within the system.

 

Advanced Goal Setting:

  • Advanced Customization: Further customize your dashboards and reports to align with evolving business needs.
    Example: Implement custom KPIs and advanced filters for more detailed analytics.
  • Process Automation: Explore deeper workflow automation to enhance efficiency across teams.
    Example: Automate complex workflows that involve multiple touchpoints across departments.
  • Mentorship: Use your experience to support and mentor new users.
    Example: Develop and lead an internal recertification program to ensure the use and optimization of Rental Management, related specific to your business goals/needs.

Congratulations! You’ve taken the first crucial steps in your Texada product journey. Now, it’s time to embark on your independent exploration.

Stay focused on your learning goals, and remember that Texada offers a wealth of online learning materials to support your continued growth. Leverage these resources, experiment with each product’s features, and don’t be afraid to explore beyond the basics.

With consistent effort and a dedicated learning approach, you’ll be amazed at how much you’ll achieve in the coming year. By this time next year, you’ll possess a deep understanding of the tools at your disposal, and that’s something to be proud of.