It’s important to understand that, unless your firm did business and served clients exactly the same way in which workflows were created, there’s going to be a certain level of customization required to get them up and running efficiently in your firm. The benefit of implementing our system is that you’re not started from a blank slate.

How comfortable you feel customizing the workflows will dictate which solution will be best suited for your firm.

Just the Workflows

You consider yourself a “workflow ninja” but you realize that you don’t have the time nor do you want your staff taking the time to build an entire workflow system.

Our “Just the Workflows” offering is for those advisors and firms that feel confident implementing workflows into their practice but they don’t have the time to build them from scratch.

Choose this option if: you want a fully assembled workflow system and you feel 100% comfortable being “pilot in command” of implementing the system into your firm.

Is this you? Good. Let’s get started…click here to start the process!

 

 The Essential Solution

You feel like you know “enough to be dangerous” when it comes to workflows. You know they can benefit your firm and you even know how to write them, but you realize that you don’t have the time nor do you want your staff taking the time to build an entire workflow system. We get it.

That’s why we’ve created a comprehensive list of workflows that we can seamlessly copy into your existing Redtail database and work with you for a period of 4 hours to help you implement and customize the system to your firm’s practices.

Choose this option if: you want a fully assembled workflow system and you feel comfortable customizing the majority of the workflows yourself, but you and your staff just need a bit of training and direction to get started.

Ready to get started? Click here to begin the journey to workflow utopia!

 

The Optimal Solution

You’ve been using Redtail CRM for quite some time, but you don’t know the difference between a workflow step, task, or outcome. You also have other advisor(s) or support member(s) that are either new to Redtail and/or workflows and realize that additional training is going to be needed.

The Optimal Solution includes everything that is provided in the Essentials Solution, but we’re with you for a total of 10 hours (instead of 4 hours). That additional time is typically spent with additional customization training for in-depth workflow management or the creation of up to 3 additional, custom workflows that are not included in the original templates.

We will also spend time with the advisor(s) in the firm on specific revenue-producing activities that can be tracked and documented in both Workflows as well as the Opportunity Tracker as well as digging into in-depth reporting best practices to help hold you and your team accountable.

Choose this option if: you want everything in the Essential program plus an additional amount of 1-1 training for you and your staff.

Ready to get started? Click here to start the process!