CRM Foundations Track
CRM Foundations Track for New Users
Designed for firms or team members who are new to Redtail or Wealthbox, this track offers step-by-step guidance to build out your CRM with confidence.
Step 1
CRM Migration Implementation
We build out best practice templates and customize to align with how you run your business. As your implementation partner, we coordinate with your CRM provider to ensure a smooth transition: they move the data, we build the structure around it.
Step 2
Post Migration CRM Health Check
After migration, we conduct a full review of your CRM data to ensure everything transferred correctly and the system is running smoothly.
Step 3
Training Resources & Quarterly Health Checks
After implementation, join our 90 Day Accelerator or Monthly Masterminds to build confidence and consistency in your CRM.
Testimonials
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