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
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.
- Best-Practice Setup Guide & Data Mapping
- Workflow Builder Toolkit
- Custom CRM Implementation Proposal
- Final Post-Migration Health Check
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 Vault, Community & Quarterly Health Checks
After implementation, join our SDC CRM Training Vault & Community to build confidence and consistency in your CRM. Membership includes on-demand training, monthly mastermind calls, a LinkedIn community, and quarterly health check-ups to keep your system optimized.
Testimonials
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