Follow

RTU Online

Redtail_University_Online_-_Tools_for_Building_a_Better_Future_-_Zoom__1_.jpg

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of setting up your database lists, setting up a style guide, and creating strategies for cleaning up data that may be outdated or no longer accurate.

Video not Loading? Unable to view YouTube? CLICK HERE

 

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.

Video not Loading? Unable to view YouTube? CLICK HERE

 

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.

Video not Loading? Unable to view YouTube? CLICK HERE

 

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.

Video not Loading? Unable to view YouTube? CLICK HERE

 

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.

Video not Loading? Unable to view YouTube? CLICK HERE

 

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.

Video not Loading? Unable to view YouTube? CLICK HERE

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk