CRM Optimization Track
CRM Optimization Track for Current CRM Users
Designed for current Redtail and Wealthbox CRM users who want to streamline their systems, standardize workflows, and operate more efficiently.
Step 1
CRM Health Check
We first deliver a Health Check filled with strategic insights in a 3-week timeline
- Comprehensive audit of contacts, templates, workflows, and reporting
- Clear written summary of inefficiencies and missed opportunities
- 30-minute review call to walk through key insights
- Custom Implementation Roadmap based on your specific system
Step 2
From Roadmap to Reality
Using your Implementation Roadmap as a guide, we build out the templates, workflows, and features needed to optimize your CRM.
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.
Already Have a Clear Vision for your CRM?
Custom Projects
We offer à la carte implementation for firms that want a fully customized setup. Simply share your documented processes, and we’ll build the templates, workflows, and features to match. CRM Health Check is not required.