AIM Method
Every advisor deserves a CRM that drives efficiency, fosters growth, and evolves with their business through strategic implementation and proactive monitoring.
Analyze
Implement
Monitor
Step 1
Analyze
Review your CRM to identify strengths, gaps, and improvements.
- Inspection Dashboard
- Contact Optimization
- Database List enhancement
- Analysis Review Meeting
Step 2
Implement
Optimize your Contacts & Implement 60+ Templates to align with best practices or your custom processes
- Templates
- Reports
- integrations
- and More
Step 3
Monitor
Evaluating your CRM to ensure alignment, effectiveness, and smooth operation on a Quarterly basis.
- Quarterly CRM Status Report
- Quarterly CRM Status Dashboard
- Observations and Recommendations
- Quarterly progress meeting
AIM Method Pricing
Our pricing is based on your Advisory firm structure. Any custom features outside of our 50+ template library or contact optimization will be addressed under Specialized Solutions.
Specialized Solutions
Custom projects begin with a Project Scope Call to assess your specific needs and objectives.
Example Projects: Services may include CRM migration support, workflow template development, contact management clean-up, and more, tailored to optimize your CRM and business processes.
Ready to Elevate your CRM?
Discovery Call
During our Complimentary Discovery Call we discuss how we help quickly implement, facilitate and enhance your Wealthbox CRM or Redtail CRM system.
Testimonials
Related Blog Posts
It’s Time to Jumpstart Your Advisory Firm’s CRM Adoption
Why Most Firms Only Scratch the Surface of Their CRM Implementing a CRM like Redtail CRM or Wealthbox CRM is one of the most strategic
Reduce Onboarding Headaches with the 90 Day Wealthbox CRM and Redtail CRM Training Programs
At Stephanie Dannebaum Consulting, we’ve worked with countless financial advisory firms and have seen a common pattern: even the best CRM systems, like Wealthbox CRM
Master CRM Adoption and Training with the CRM Training Vault
Whether you’ve used a CRM for years or are just beginning to roll it out, you may be wondering: is it actually working the way