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)
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?
- "I want to hire a Redtail CRM or Wealthbox CRM expert to quickly implement certain procedures our team completes on a daily basis."
- "My firm’s Customer Relationship Management (CRM) Data is outdated and needs to reflect my current contact base."
- "We need someone to build out our Workflows, Notes, and Activity templates."
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
- Contact Card Information
- Database Lists such as Keywords, User-Defined Fields, Custom Fields, and more!
- Activity Templates
- Workflow Templates
- Opportunities & Opportunity Tracker
- Redtail CRM Automations
- Reports
- And More!
Previous Deliverables by Stephanie Dannebaum Consulting
- Enhanced Reports
- Customized Workflows, Note Templates and/or Activity Templates
- Company Specific Custom Fields, Tags, Keywords, etc. and other Contact Management features
- Designed and Implemented Opportunity Tracking Pipeline in Redtail CRM & Wealthbox CRM
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.
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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