Cleaning Up Chaos
Good data in = good data out. In “Cleaning Up Chaos”, we’ll discuss the importance of setting up your database lists, setting up a style guide, and creating strategies for cleaning up data that may be outdated or no longer accurate.
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Workflows: Building
In this session, we’ll lay the foundation for the processes we use within our office. We’ll begin by mapping out processes in the whiteboarding stage before proceeding to the actual build of workflow templates for repeated use in the future.
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Workflows: Implementing
Wrapping up Day 1, we’ll take those workflow templates live and show you the various ways they can be used throughout the database and mobile app. Next, we’ll streamline taking those workflows live with the Automation tool.
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Sales Cycle
In “Sales Cycle”, we’ll explore the various tools available in Redtail CRM to help you convert more leads to clients. This section specifically focuses on how Opportunities, Workflows, and Tag Groups can play a role in your sales cycle to help prevent leads from falling through the cracks.
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From Prospect to Client
Transitioning an individual from prospect to client can be an efficient process where organization is maintained using several tools within the CRM. Track client communications with notes and simplify processes with a variety of templates! Leave a positive first impression to get your client relationships off to a good start.
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Client Management
Client reviews are an essential activity for any financial professional. Redtail can help with these whether you are scheduling client reviews annually or on a more frequent basis. Be prepared for the next review by tracking, scheduling, and organizing your client review information.
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