User Group Call Archive

Our User Group calls are immersive, hands-on sessions where you can engage directly with our team to learn more about using DNA Behavior tools. It's a great way to stay updated on the latest features and get personalized guidance.

Missed a session? No problem! You can access previous call recordings and call notes, below.

DNA User Group – November 15, 2024
Date & Time: October 10, 2024, 9:00 - 10:00 AM ET

Quick Recap: The DNA User Group meeting, led by Nikki Evans, served as a productive platform for the introduction of a new coaching report set to be available in select packages. This session underscored the significance of user feedback and customization options, promoting a collaborative atmosphere among participants. The agenda encompassed the development of a comprehensive coaching program, enhancements to the unique style section featuring new graphs and detailed descriptions, as well as the presentation of 32 natural behavior scores. Additionally, the discussion included the exploration of a potential wealth mentoring report and ongoing developments within the coaching reports system. Participants engaged in discussions on customizing these reports, integrating them into existing coaching programs, and delineating next steps for implementation, ensuring that the tools provided are aligned with user requirements and expectations.

Summary:

New Coaching Report Introduction: Nikki Evans kicked off the meeting by unveiling a new coaching report that will be available in select packages. She encouraged participants to reach out to Charm in sales for clarification on package eligibility. Nikki showcased the report’s features, highlighting its potential to enhance coaching practices by providing tailored insights into client behaviors. She invited feedback from attendees to refine and improve the report further.
Coaching Report Development and Gene AI Launch: We announced the development of the new coaching report, set to launch in January, which aims to deliver deeper insights into client behaviors and preferences. She also introduced Jean, an AI bot trained on DNA Behavior data, designed to assist users with inquiries related to the coaching report. This integration of AI is expected to streamline the user experience and provide timely support.
Unique Style Section Enhancements: Updates to the unique style section were shared, featuring new graphs and detailed descriptions that enhance understanding of behavioral styles. These enhancements are intended to clarify how different styles impact team dynamics, enabling coaches and facilitators to leverage this information effectively in their strategies.
Report Presentation and Visualization Improvements: We discussed significant improvements to the report’s visual presentation, including clearer indicators for behavioral scores and the addition of a legend for better clarity. These visual enhancements are designed to make the data more accessible and actionable for users, facilitating informed decision-making.

The meeting concluded with Nikki addressing upcoming system updates, reiterating the anticipated release of the coaching report in January, and emphasizing the ongoing efforts to incorporate user feedback for continuous improvement. Participants left the meeting with a sense of excitement about the new tools and features that will enhance their coaching capabilities.

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Explore how the Enterprise Digital Scan uncovers client behavior patterns, identifies revenue drivers, and enhances portfolio selection using anonymized data.

DNA User Group – October 10, 2024
Date & Time: October 10, 2024, 4:00 - 5:30 PM ET

Quick Recap: The DNA User Group meeting, led by Nikki Evans, introduced a new coaching report available in select packages, with an emphasis on feedback and customization options. The discussion covered the development of a coaching program, the addition of graphs and detailed descriptions to the unique style section, and the presentation of 32 natural behavior scores. The possibility of a wealth mentoring report and new system development for coaching reports was also considered. Participants explored the customization of coaching reports, integration into coaching programs, and next steps for implementation.

Summary:

New Coaching Report Introduction: Nikki Evans announced the introduction of a new coaching report, which will be accessible in select packages. She advised participants to reach out to Charm in the sales department for clarification regarding package eligibility. During her presentation, Nikki highlighted the report’s key features and welcomed constructive feedback to facilitate further enhancements.
Coaching Report Development and Gene AI Launch: We announced the forthcoming launch of an innovative coaching report, scheduled for release in January, aimed at delivering comprehensive insights into client behavior. Additionally, she introduced GENE, an AI-driven assistant specifically trained on DNA Behavior data, designed to provide support for inquiries related to the coaching report.
Unique Style Section Enhancements: Provided an overview of the enhancements made to the unique style section, which now includes updated graphs and comprehensive descriptions. These improvements are designed to deepen the understanding of behavioral styles and their influence on team dynamics.
Report Presentation and Visualization Improvements: We discussed improvements to the report’s graph visuals, including clearer indicators for behavioral scores and the addition of a legend for better clarity.

The meeting concluded with Nikki addressing system updates, the coaching report’s release in January, and the ongoing efforts to incorporate feedback for future improvements.

DNA User Group - September 13, 2024

Date & Time: September 13, 2024, 9:00 - 11:30 AM ET

Quick Recap: The DNA User Group meeting, led by Leon Morales and Ryan Scott, focused on updates to the DNA web app’s Enterprise package, including new features like configurable coaching reports, embedded discovery, and digital scan functionalities. Key benefits of the Enterprise package such as single sign-on and enhanced employee identity management were discussed, along with integration possibilities and customization options. Participants reviewed the benefits of these new features and outlined next steps for implementation.

Summary:

Product Updates: Ryan highlighted updates to the DNA web app’s Enterprise package, focusing on new features such as coaching reports, embedded discovery, and digital scan. Integration with CRM systems and employee databases via APIs was emphasized.
New Features: The meeting covered the advanced lookups, digital scan forecasts, and upcoming configurable coaching reports. These features aim to enhance the app's capabilities in matching clients and integrating forecasts into client databases.
Customization & Integration: Ryan discussed advanced lookup functions and customization options for embedded discovery. He stressed the importance of customization for specific business needs and the development of a design team for custom reports.
Discovery Models: The choice between shorter and longer discovery models was discussed, with the longer model offering higher reliability for critical decisions and the shorter model for simpler use cases.
Website Integration & Assessment: Ryan provided details on integrating the web app with client portals and self-registration features. The discussion included handling assessments for younger users and ensuring the system's configuration meets user needs.
Upcoming Package Updates: Future updates and the process for managing client profiles were reviewed. Ryan assured that client data security and privacy are prioritized, and discussed how to enhance reports for couples and family businesses.

The meeting concluded with Ryan addressing system limitations, the coaching report’s release in January, and ways to use tags for marketing and networking.

To download the presentation slides Click Here.

DNA User Group - August 14, 2024

Date & Time: August 14, 2024, 4:00 PM - 5:00 PM ET

Quick Recap: The DNA User Group meeting, led by Leon Morales and Ryan Scott, focused on significant updates to the DNA web app, including enhancements in behavioral data handling, interactive data dashboards, and the introduction of digital scans. Key discussions revolved around the integration of these new features, the benefits of advanced data insights, and the strategic importance of these updates for users. Participants also explored the potential of these tools in various applications and shared feedback on improving user experience.

Summary:

Product Updates: Ryan Scott presented updates on the DNA web app, emphasizing the system’s enhanced capability to handle larger scales of behavioral data. He introduced new interactive data dashboards and detailed the integration of these insights into the knowledge base.
New Features: The meeting highlighted several new features, including interactive data dashboards that visualize unique styles, results, and relationships of participants. Ryan showcased how these tools can be used by coaches and consultants to leverage behavioral data in their presentations and client interactions.
Digital Scans: A significant portion of the meeting was dedicated to discussing the newly launched digital scan feature. This tool uses AI to predict DNA insights without requiring participants to complete a questionnaire, making it easier to gather behavioral data at scale. Ryan explained the criteria for prioritizing digital scan projects and shared examples of its application in large-scale CRM data enrichment and executive team analysis.
Customization & Integration: Ryan discussed the upcoming Discovery SDK, which will allow seamless integration of the DNA questionnaire into client portals. This feature aims to simplify the user experience by enabling single sign-on and customization of the questionnaire’s look and feel.
Gene AI Enhancements: The meeting also covered enhancements to Gene, the AI assistant, which now offers faster speeds and more nuanced insights. Ryan demonstrated how Gene can assist with various tasks, from generating behavioral interview questions to facilitating difficult managerial conversations.
User Feedback & Future Developments: Participants provided feedback on the current features and suggested improvements, such as customizable report options and flexible reminder settings for incomplete profiles. Ryan assured that these suggestions are being considered for future updates.

The meeting concluded with a discussion on the strategic importance of these updates and their potential impact on users. Ryan and Leon encouraged participants to continue providing feedback and to stay engaged with upcoming developments.

DNA User Group - June 14, 2024

Date & Time: June 14, 2024, 9:00 AM - 9:50 AM ET