ABOUT this webinar
Topic: New Year, New Workflow: Templates and Clean Up for a Seamless Client Experience

Description: Let’s build a Workflow together and get your database in good working order for the new year! We’ll clean up, set up, and teach you about the different templates available for your client phases in Redtail CRM. Sign up for a take-home template! Presented by Stephanie Dannebaum of Stephanie Dannebaum Consulting.

Register now for this webinar on January 10 at 10 am Pacific.

0033-OAT-1/6/2023

ABOUT this webinar
Topic: Virtually unite using workflows for a cohesive client experience

Description: The post-COVID work environment has shifted the workplace dynamic for all professions, including financial advice and how advisors deliver that advice to their clients. As firms grow and scale and therefore divide the client service responsibilities, it’s important that “the left hand knows what the right hand is doing.” We’ll demonstrate how to use a variety of client service workflows to give everyone on the team transparency of “who’s doing what, when, and for which client” which eliminates the dreaded intraoffice “reply-all” email or instant messaging system that’s been used in the absence of any proven system.

Register now for this webinar on November 1 at 10 am Pacific.

2045-OAT-10/28/2022

ABOUT this webinar
Topic: Ensuring Consistency and Creating Team Accountability using Workflows in Redtail CRM – webinar on October 26

Description: Do important tasks in your office’s processes routinely fall through the cracks? Studies have shown that when a team member fails to complete a task it’s rarely due to a lack of skill or ability. Instead, missed tasks in a defined process are more likely the result of skipping protocol and faulty memory. The solution? Workflows in Redtail CRM. In this webinar, we will explore what workflows are, how to build one, and why your team needs them. Along the way, we will share best practices for workflows including exclusive integration options with SEI.

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.

ABOUT this webinar
Topic: Utilizing Workflows to Drive a Repeatable & Consistent Prospecting Process
Description: Most advisors are good at the first and second follow up with a prospect, but do you have a scalable, repeatable, and sustainable process for the entire prospect journey? Join Redtail and Adam Cmejla, CFP^®, founder of Integrated Consulting & Advisory Solutions to learn how you can use workflows to scale a specialized prospecting process (and how this philosophy can be adopted in multiple other aspects of your practice). In this webinar, you’ll learn how to:

• Use workflows to ensure that prospects stay top-of-mind for you & your firm
• Get out of “maybe-land” and use language in your follow ups that compels a “yes” or “no.”
• Learn how workflows can help your team engage in the prospect process and free up your time
• “Scale special” even further with the use of Redtail broadcast emails and Text Expander for personalized follow-ups with your prospects.

Register now for this webinar on September 28 at 10 am Pacific.

Quickly, easily restore any deleted Workflow Templates you might need again

Prior to this update, Redtail subscribers had to submit requests through our support team in order to have any deleted Workflow Templates restored to their database. Now, we’ve introduced this capability within your database, so you can accomplish Workflow Template restoration in a matter of seconds. All that’s involved is going to your Workflow Templates page, filtering by deleted templates only, and then restoring any templates you’d like to see restored.

For a detailed look at how to go about this with screenshots to aid in the process, please see our helpdesk documentation on the topic.

Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our June 2021 newsletter, delivered yesterday to subscribers, includes updates to Redtail CRM workflow templates, the May winner(s) of our Best Paw Forward Photo Challenge, a new series on Managing your CRM, and more! Even if you aren’t a subscriber though, you can still check out the June issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

A new streamlined process for setting up your workflow templates

The process for creating and editing your workflow templates has been given an overhaul. Not to worry: if you are a seasoned Redtail workflows user, you’ll find all of the same functionalities are present and you won’t need to make any changes to your existing templates. But, you’ll also find the process of setting up and maintaining your workflows is now much more streamlined, as it involves far fewer clicks and keeps everything to do with the template in front of you as you are working.

Everything is visible on the top level

Prior to this update, the top level details for your templates (including the workflow’s Name, Status, Owner, Category, Target Date, and Description), as well as the ability to edit those top level details, were accessible on a different page than your templates’ Steps, Tasks, and Outcomes. Now, everything is on one page together and you don’t have to leave that page to make any edits.

Expand/Collapse/Edit your Steps and Tasks as needed

Because your workflows may represent very simple processes with only one or two Steps and Tasks or they may be quite complex with multiple Steps and Tasks involved, we’ve introduced the ability to expand and collapse your Steps and Tasks as needed. Sometimes you may want to see everything involved in one of your processes; other times you may only want the 30,000 foot view.

Below are examples to illustrate:

In the first image, this particular Step and all of its Tasks are collapsed:

Note the > symbol to the left of the Step and each Task. Clicking that symbol is how you go about expanding a Step or a Task where you can then view all of its relevant details and make edits if necessary.

In this next image, the Step has been expanded but the individual Tasks remain collapsed:

Finally, in this last image, the Step and each of its associated Tasks have been expanded:

Quite a difference in the expanded view, right? That’s because you are now seeing every Task involved in this Step expanded, as well as having access to edit it right there without having to leave the page. Bear in mind as well that this is just one Step in this workflow template; if there are multiple more steps with multiple tasks involved, the collapse/expand option is very beneficial, as expanding allows you to concentrate on your current area of focus while collapsing allows you to declutter your view.

Outcomes now display with their Step rather than requiring a click to view in a popup modal

If you look back above at the second or third image where the Step is expanded, you can see that the Outcomes for that particular Step now display on the page when the Step is expanded. We’ve also included that view below, with only the Step, the ability to edit its details, and those Outcomes in view:

Again, this is about making the process of working with workflow templates easier for you, as it gives you the ability to see everything on the same page.

For a detailed look at creating your own workflow templates in Redtail CRM, please see our helpdesk documentation on the topic.