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! 🚀

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 👇

💡 Tired of rewriting the same emails over and over? We’ve put together a PDF with our go-to email template recommendations that keep communication clear, consistent, and quick. Grab it here 👇 Curious which template you think will make the biggest difference in your day-to-day!

Here’s a better way: 1. Prioritize with numbers - Assign a numeric value so everyone knows exactly what’s most important. 2. Keep all details in the task - Add every related note, message, or update directly to the activity. 3. Template repetitive work - If you do it more than once, make it a template and save yourself the time. By using this approach, you’ll: - Cut back on endless email chains - Stop reinventing the wheel for common client requests - Make it easier for your team to know what’s urgent (without another “Can you take a look at this?” message) Pro tip: Within your task or activity, set a High, Normal, or Low priority and give it a number. This combo clearly communicates urgency and expectations so nothing slips through the cracks. Attached is a quick visual legend example you can create for your team so the priority system is crystal clear.