Practice Management Takeover with Kate Guillen - Creating a repeatable task management system [40:03]

During this video you will learn:

• The value of utilizing Redtail as the centralized hub for managing tasks
• How to create a system for managing client and firm related responsibilities
• How to eliminate dropped balls
• The benefit of implementing templates to standardize the creation of activities
• The best practice for communicating with your team using activities How to measure productivity and your team’s bandwidth