Practice Management Takeover - Kate Guillen, Founder of Simplicity Operations Management [38:17]


Adapting processes for in person and virtual meetings

Learn best practices, tips, and tricks for delivering your desired client experience for both an in person and virtual environment.
During this webinar you will learn, how to:
• Craft your ideal client experience
• Use Redtail’s workflows to standardize the process and efficiently execute your desired client experience • Tailor and track the processes based on the client’s preference for in-person or virtual meetings


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