But most of the time, the real issue is the system. If a process only works when: - someone remembers the next step - someone knows the unwritten rule - or someone double-checks everything manually …then the error isn’t a surprise. It’s built in. Strong operations aren’t designed for perfect people.They’re designed for real humans. That means: - clear, documented workflows - defined ownership (who owns what) - built-in checks instead of constant vigilance Here is a list of recommended workflows we put together to help advisory firms identify the core processes that should be documented and systemized!

Not more meetings. Not another tool. Email templates. From an operations perspective, they’re one of the simplest ways to upgrade consistency overnight, yet they’re often the last thing firms take the time to build. Here’s why they matter so much: 1. Consistency builds trust.Every client gets the same clear, professional message, no guesswork based on who hits send. 2. Service becomes faster and smoother.Your team responds with confidence using pre-approved language instead of drafting from scratch. 3. Professionalism goes up.Clean formatting and aligned tone make your firm feel polished at every touchpoint. 4. Proactive communication reduces fire drills.Clients stay in the loop without chasing your team for updates. If your inbox feels like a daily reinvention of the wheel, this is your sign: Build the templates. Save them in your CRM. Make them part of your workflows. Your future self, and your clients, will thank you. A list of email templates we recommend you save in your CRM/workflows are attached, ready for you to plug into your processes and start using right away.

Hey everyone! 👋 We recently hosted a webinar about leveraging the Redtail Workflow Library, and we put together some helpful resources. Whether you missed it or just want to revisit the materials, you can grab them here. We hope this helps as you optimize your processes. Let us know if you have questions or want to bounce around ideas!

We spend so much time crafting the perfect onboarding experience for clients… but what about our new teammates? 💡 Our team has grown a ton this year, and we realized how important it is to make the new hire process just as intentional (and fun!) as the client experience. We built a New Hire Onboarding Workflow to keep things smooth, simple, and personal. You can download it below and use it as a starting point to build your own! 👇 What’s something fun or unique you do to make new employees feel welcome on Day 1?

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! 🚀