CRM: Redtail CRM
CRM EMAIL: Redtail CRM and Redtail Email Archive integrated via transporting
APPOINTMENT SCHEDULING: Redtail – Outlook – Time Trade integrated
PORTFOLIO MANAGEMENT: Black Diamond-Redtail CRM- eMoney integrated
PFM PLANNING: eMoney with active use of client portal and PFM
MARKETING TECH: MailChimp – Redtail CRM integration
OUTSOURCER: IT provider placed on retainer for proactive firewall, spamware, and hosting server offsite
LEAD COLLECTION: Precise FP – Redtail integrated
PROCESSES: Web to lead, New lead, New Prospect, New Client
NEW HIRE: Onboarded and trained new hire
MARKETING CONTENT: Identified planning-centric commentary to use in new marketing
TRAINING: Trained all staff on high-adoption use of tech
STRATEGY: Provided owners with ideas to create a planning-centric experience, message content and delivery
VOIP: Reliable VOIP system with better fiber internet
OUTSOURCER: Bookkeeper and Payroll using QuickBooks Online
BOOKS: QuickBooks Online
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