Practice Management Takeover with Stephanie Dannebaum - New Year, New Workflow [57:05]

New Year, New Workflow: Templates and Clean Up for a Seamless Client Experience

Let’s build a Workflow together and get your database in good working order for the new year! We’ll clean up, set up, and teach you about the different templates available for your client phases in Redtail CRM. Presented by Stephanie Dannebaum of Stephanie Dannebaum Consulting.