Jumping straight into your CRM to build workflows often leads to confusion, rework, or missed steps. That’s why whiteboarding first is critical. A workflow whiteboarding document helps you: 🔹 Define the purpose – What are you trying to achieve (onboarding, follow-up, etc.)? 🔹 Map the steps – What happens first, second, and after that? 🔹 Assign responsibilities – Who owns each task so nothing falls through the cracks? 🔹 Visualize outcomes – What should each step produce before moving forward? 🔹 Refine together – Spot gaps, simplify, and collaborate before locking it in. Once your team sees the full process laid out, moving it into a CRM as a templated workflow becomes smooth and straightforward. Think of it as building the blueprint before the house—clear, intentional, and set up for success. We’ve included a template below you can use to start whiteboarding your own workflows today! 🚀

Hi! We recently sent out an email broadcast (in batches of the recommended 100); however, we still had a number of failed emails which seems to be due to the M365 "throttle" limits of 30 messages per minute. Has anyone had success with sending bulk emails out of Wealthbox?

Does anyone provide anything to a new client? if so, what do you provide? We are looking to streamline our process. Often, clients like to receive something they can take home and refer to frequently. We are considering a branded folder with a communication piece, but what else should we include?

If you or your team have started to ignore Redtail notifications and it has hindered you from using your CRM, see below for our cheat sheet to optimize notification preferences! By setting up your notification preferences in Redtail, you'll: - Tailor the system to your specific needs - Ensure that the right people are being notified at the right time AND taking action - Increase traffic and user engagement to your CRM When you configure your preferences, you essentially optimize Redtail to match your daily activities, business goals, and client interaction processes. Check it out 👇