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.

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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