Mastering Workflows in Your Practice
⏳
74minutes
68
Attendees
Guest Expert: Kate Guillen, SimplicityOps Bookmark
In this webinar, operations expert, Kate Guillen, taught listeners how to build and implement workflows in your practice. Kate covered what is a workflow and how does it work, how to create workflo...
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Discussions & Comments
When listeners were asked about what they learned they responded:
It was very convincing as to the real results of clarity and confidence of clients mainly and staff if you've got the processes set up. Don't forget stuff, close the loop. Appreciate that she's aware its a daunting task if you've not set it up, but convincing it's worth it to do. I already have a demo call set up with her.
- Beverly C.
That is may be practical to integrate Wealthbox into my practice as a small practitioner.
- Paul H.
To assign an activity with the needed information that instructs the CSA to pull the correct workflow to follow.
- Janice F.
How to gain efficiency through workflows and what they are vs "tasks."
- Chris H.
It was very convincing as to the real results of clarity and confidence of clients mainly and staff if you've got the processes set up. Don't forget stuff, close the loop. Appreciate that she's aware its a daunting task if you've not set it up, but convincing it's worth it to do. I already have a demo call set up with her.
- Beverly C.
That is may be practical to integrate Wealthbox into my practice as a small practitioner.
- Paul H.
To assign an activity with the needed information that instructs the CSA to pull the correct workflow to follow.
- Janice F.
How to gain efficiency through workflows and what they are vs "tasks."
- Chris H.
It was very convincing as to the real results of clarity and confidence of clients mainly and staff if you've got the processes set up. Don't forget stuff, close the loop. Appreciate that she's aware its a daunting task if you've not set it up, but convincing it's worth it to do. I already have a demo call set up with her.
- Beverly C.
That is may be practical to integrate Wealthbox into my practice as a small practitioner.
- Paul H.
To assign an activity with the needed information that instructs the CSA to pull the correct workflow to follow.
- Janice F.
How to gain efficiency through workflows and what they are vs "tasks."
- Chris H.