Client Reviews – Helpdesk

Overview: Client Reviews are one of the few constants amongst financial professionals, and Redtail can help you execute them efficiently and consistently. Use the following playlist on tools and concepts to guide you to a better understanding of how to tackle them in your office! Note that this is just one common way to manage client reviews within Redtail- many offices adapt the process to their own preferences by using a different variation of features.

Features:

Client Review Reminder

Activities

Advanced Search

Workflows

Automations

Steps to implement:

Set up Client Review Reminders. Reminders are “pre-activity” items. Check out this article for more information on adding review reminder:

Client Review

Add Activity Types and Categories. With so many notes, activities and other items in the database, labels like Activity Types and Categories can help segment items.

Sample Activity Types:

Sample Categories:

Both Activity Types and Categories can be added to the database (by Admins only) through the Database Lists:

Database Lists

Admin vs. Non-Admin Database Users

Build a Workflow. A Workflow can help guide your office through all the preparation and follow up tasks that need to get done surrounding a client review.

Workflow Video Series

Workflows

Here is an example of a basic Client Review Workflow:

Create an Automation. An automation is Redtail’s magic trick! Here is more information on setting up an automation and an example:

Automations

Monthly around the 15th of the month, run a search for the following month’s reviews:

Searching

Advanced Search

May's search would look like this:

Reminding yourself to run the search above can be set up as a repeating activity. Here is more information on activities and creating repeating items:

Activities

Repeating Activities

Pro Tip: You can also create a repeating activity to remind you to run the Quicklist on the 15th of each month. A link to the Quicklist can even be inserted in the description of the activity!

Quicklist

Use the Bulk Actions to add an Activity to all the resulting contacts. Give the Activity a subject of "Reach out, Call, or Email…” to schedule Client Review.

Bulk Actions

*Note that this will add an activity for EACH contact in the resulting list. And workflows will be linked to EACH of those activities and contacts.

The activity is an action item to schedule the review. It is NOT the review itself. You can use the activities to call and reach out and then edit the Subject, Date & Time, and other information for when it actually becomes the review activity.

To view this process in a video, check out the tutorial below:

Features:

Client Review Reminder

Activities

Advanced Search

Workflows

Automations

Steps to implement:

Set up Client Review Reminders. Reminders are “pre-activity” items. Check out this article for more information on adding review reminder:

Add Activity Types and Categories. With so many notes, activities and other items in the database, labels like Activity Types and Categories can help segment items.

Sample Activity Types:

Sample Categories:

Both Activity Types and Categories can be added to the database (by Admins only) through the Database Lists:

Build a Workflow. A Workflow can help guide your office through all the preparation and follow up tasks that need to get done surrounding a client review.

Here is an example of a basic Client Review Workflow:

Create an Automation. An automation is Redtail’s magic trick! Here is more information on setting up an automation and an example:

Monthly around the 15th of the month, run a search for the following month’s reviews:

May's search would look like this:

Reminding yourself to run the search above can be set up as a repeating activity. Here is more information on activities and creating repeating items:

Pro Tip: You can also create a repeating activity to remind you to run the Quicklist on the 15th of each month. A link to the Quicklist can even be inserted in the description of the activity!

Use the Bulk Actions to add an Activity to all the resulting contacts. Give the Activity a subject of "Reach out, Call, or Email…” to schedule Client Review.

*Note that this will add an activity for EACH contact in the resulting list. And workflows will be linked to EACH of those activities and contacts.

The activity is an action item to schedule the review. It is NOT the review itself. You can use the activities to call and reach out and then edit the Subject, Date & Time, and other information for when it actually becomes the review activity.

To view this process in a video, check out the tutorial below:

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