Our CRM Services

How it Works

We provide expert advice and guidance to Financial Planners, Advisors and their teams to generate deep business insights, offer a higher-level of customer service, and centralize client data through the use of the robust features within their Customer Relationship Management (CRM) software.

Step 1

Schedule a Complementary Discovery Call

We will identify the CRM features you need to accomplish your business goals and address pain points.

Step 2

Consulting Services

After we hold our Discovery Call, we determine which services are best for your firm. Some services include, but are not limited to:

>> Project Based

>> Strategy & Training

Pricing is dependent on services chosen. 

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


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

stephanie dannebaum crm implementation consultant

Why Hire Stephanie Dannebaum Consulting?

Stephanie Dannebaum Consulting offers customized CRM Implementation engagements. Our goal is to help Financial Advisors and Financial Planners with implementation, no matter how unique the project.

Top Customer Relationship Management (CRM) Deliverables by Stephanie Dannebaum Consulting

Schedule a Complementary Discovery Call to find out how we help firms quickly elevate your Customer Relationship Management (CRM).

What our CRM Consulting clients say

Bighorn Wealth Management

“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

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.

Wealth Partners

“We recently had the pleasure of working with Stephanie Dannebaum, and I cannot speak highly enough of her expertise and professionalism. Stephanie’s commitment to her clients is unmatched and she made every effort to ensure that our experience was positive and productive. Her knowledge of the platform is exceptional, and left no stone unturned. I feel very confident that we have the CRM optimized to the fullest extent possible. I highly recommend Stephanie to anyone looking to take their Wealthbox experience to the next level.”

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Have a question?

Get in touch with Stephanie