Everyday Efficiency

Ready to dive in? Grab your coffee, tea, or energy drink and jumpstart your day! For both new and experienced Redtail users, this topic will feature time-saving tips in utilizing Redtail along with recommendations for creating positive, foundational CRM habits to promote office success.

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Tackling Templates

A consistent client experience depends on everyone in the office being on the same page. Creating your own Activity & Note Templates will empower you and your staff to set standard guidelines and expectations for client interactions, records, and follow-ups. These are also huge efficiency-boosters!

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 Searching Made Simple

Working with multiple contacts at once is not only common, but also highly streamlined through many of the processes made simpler through Redtail CRM. That’s why it’s important for you to understand the tools available that can assist with sharpening your client focus. We’ll be breaking down the Advanced Search tool in Redtail CRM so you can easily turn that focus onto the clients, prospects, or other contact records who meet the specific criteria you care about.

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Overseeing Operations

Come learn how to use your Redtail CRM to monitor your practice from anywhere, anytime. We will explore how to track staff productivity, identify bottlenecks in your processes, and find ways to keep your team productive by seeing which clients and prospects need your attention the most.

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Controlling Your Calendar

Tasks, Phone Calls, and Webinar Meetings—oh my! Time management all leads back to the calendar. For this topic, you’ll be learning all about ways to customize what displays on the calendar as well as best practices for making it through your busy schedules like a pro!

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Client Communications

Every interaction with a client leaves an impression. Let’s talk about how to ensure that clients receive required correspondence, essential communications, and exciting, tailored messages that engage and inspire!

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Leveraging the Lifecycle

For this topic, we’ll model an optimal client lifecycle within Redtail CRM. Using advanced tools like Opportunities and Workflows in the CRM will allow you to prospect, onboard, and then consistently review your clients so you can record all the necessary pieces to make sure you are well prepared.

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