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.
Both options below include 6 in-depth, on-demand training videos that walk you through the step-by-step process of helping you customize our workflows to your firm’s processes in the most efficient way possible.
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!
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.
If you’re ready to go, click the Essential Solution link above to begin the journey to workflow utopia!
If you want to see it in action, click here to watch a demo of the system.