ABOUT this webinar
Topic: Effective delegation: How to leverage your team’s strengths and improve efficiency

Description: Delegation is a vital management skill. But for some, it’s the hardest to put into practice. Join Redtail and Kate Guillen, founder of Simplicity Ops, as they share 3 strategies to improve efficiency in your firm through effective task delegation.

This webinar will focus on providing you with tools for utilizing Redtail to:

• Manage firm tasks.
• Communicate with your team using activities.
• Run reports to measure productivity and your team’s bandwidth.

Register now for this webinar on March 14 at 10 am Pacific.

0708-OAT-3/9/2023

ABOUT this webinar
Topic: Learn best practices for creating a repeatable task management system.

Description: During this webinar you will learn:

The value of utilizing Redtail as the centralized hub for managing tasks
How to create a system for managing client and firm related responsibilities
How to eliminate dropped balls
The benefit of implementing templates to standardize the creation of activities
The best practice for communicating with your team using activities
How to measure productivity and your team’s bandwidth

Register now for this webinar on September 6 at 10 am Pacific.

ABOUT this webinar
Topic: Adapting processes for in-person and virtual meetings
Description: Learn best practices, tips, and tricks for delivering your desired client experience for both an in-person and virtual environment.

During this webinar you will learn, how to:

• Craft your ideal client experience
• Use Redtail’s workflows to standardize the process and efficiently execute your desired client experience
• Tailor and track the processes based on the client’s preference for in-person or virtual meetings

Register now for this webinar on October 12 at 10 am Pacific.