Whether you’ve used a CRM for years or are just beginning to roll it out, you may be wondering: is it actually working the way it should? When you’re not using your CRM to its full potential, tasks and clients may slip through the cracks, costing you time and money.
This is why I created the Stephanie Dannebaum Consulting CRM Training Vault. The Training Vault is an on-demand resource specifically designed for Redtail CRM and Wealthbox CRM users. This monthly training subscription is built to help advisory teams master their CRM with confidence.
Key Features of the CRM Training Vault
Let’s talk about what’s included in this comprehensive CRM adoption and training program.
1. Training Videos for both Support Roles and Owner / Advisor Roles
These tailored videos are designed to educate members of your firm at all levels. You and your employees have different roles. Your CRM knowledge and implementation should reflect that. While other programs might include one-size-fits-all training, the Stephanie Dannebaum Consulting CRM Training Vault keeps the differences in organizations in mind.
2. Worksheets, Handouts, and Other Materials
Rather than just send you off to finish implementing your CRM based only on videos, I’ve designed an entire set of coursework to ease you into the process and support your team. As you work through the materials, you’ll get another opportunity to cement the skills and topics you learn.
3. Structured 90-Day Onboarding Program for New Hires
Onboarding new hires is a complicated process. There are systems to learn, forms to fill out, and tasks to assign. With this program, all the guesswork is taken out for the first three months. That is one quarter’s worth of training and pressure taken off your shoulders.
4. Monthly LIVE Mastermind Session with CRM Tips, Updates, and Q&A
In addition to the videos and worksheets, you’ll have the opportunity to talk with an industry expert and get your questions answered live. Can’t make the live monthly mastermind? Don’t worry, you can submit your questions ahead of time and watch the recorded session after! This extra support is invaluable, whether you are a long-time CRM user or just getting started.
5. CRM Pro Tips & Feature Highlights by Stephanie
The CRM landscape is constantly evolving. Rather than leaving you to deal with those changes as they come, support continues with industry updates and notifications about incoming changes.
6. Unlimited Users Per Firm
You never have to worry if your firm has gotten too large. Access to the training Vault includes all CRM users in your firm.
Ready to Access This Invaluable Program?
The CRM Training Vault launches in May for $250 per month.
However, until April 30th, you can lock in an early access cost of $200 per month- forever!
In addition to the comprehensive features above, your early access pricing also includes a FREE CRM Resource Guide to help your team hit the ground running.
A 1-on-1 CRM training session with me is $300, which makes this monthly subscription an exceptional value considering the ongoing resources, support, and expertise available to you and your firm.
Ready to make the leap? Sign up for the waitlist here!
Not sure if it’s the right decision for your firm? Let’s chat. Schedule a free call here where we can talk through the options that best support your firm.
