Our CRM Services

How it Works

Step 1

Schedule a Complementary Discovery Call (30 minutes)

During our Discovery Call, we will identify the CRM features I can implement to deliver the client service experience your clients deserve. If we are a good fit for your business, I will send you an invoice for the Project Scope Call and Non-Disclosure Agreement (NDA).

Step 2

Project Scope Call (Paid - 1.5 hours)

During our Project Scope Call, we will review the cost, timeline, and deliverables of your project. After our meeting, I will send you a custom proposal.

Pricing is dependent on features chosen and complexity of implementation.

Step 3

Implementation

Once the custom proposal is signed, I will begin the implementation process.

Schedule a Complementary Discovery Call to discuss our 3 Steps to CRM Implementation Success

How it Works

Step 1

Schedule a Complementary Discovery Call (30 minutes)

During our Discovery Call, we will identify the CRM features I can implement to deliver the client service experience your clients deserve. If we are a good fit for your business, I will send you an invoice for the Project Scope Call ($375) and Non-Disclosure Agreement (NDA).

Step 2

Project Scope Call (Paid - 1.5 hours)

During our Project Scope Call, we will review the cost, timeline, and deliverables of your project. After our meeting, I will send you a custom proposal.

Pricing is dependent on features chosen and complexity of implementation.

Step 3

Implementation

Once the custom proposal is signed, I will begin the implementation process.

Schedule a Complementary Discovery Call to discuss our 3 Steps to CRM Implementation Success

Is this the Right Solution for me?

stephanie dannebaum crm implementation consultant

Why Hire Stephanie Dannebaum Consulting?

Stephanie Dannebaum Consulting offers project based arrangements with no minimum hours required. Our goal is to help Registered Investment Advisory Firms (RIA) with implementation, no matter how small the project.

Top Customer Relationship Management (CRM) Features to Implement

Previous Deliverables by Stephanie Dannebaum Consulting

Schedule a Complementary Discovery Call to find out how we help Registered Investment Advisory (RIA) firms quickly implement and enhance Customer Relationship Management (CRM) features.

two women talking in front of a computer at a standing desk

What our clients say about our CRM services

Bighorn Wealth Management

Mike Sikora, Owner & Wealth Advisor

“Stephanie helped us make great strides in setting up our Redtail CRM. She knows the system intimately and accomplished our ‘infrastructure’ goals. She’s a rock star!”

Hawley Advisors

Dan Hawley, CFP®, President and Chief Investment Officer

Stephanie Dannebaum has done a great job helping us get organized and make the most effective use of the various aspects of the Redtail CRM program. It’s obvious that she knows the program with great depth including how to use it most effectively. In addition, she’s a very good communicator offering clear and concise detailed operating instructions for working with the program. We highly recommend working with her.

Natalie S.

“It took hours to prepare for our weekly staff meeting. Stephanie built custom reports and Quicklists in Redtail CRM so we can run these reports in minutes instead of hours.”

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