Webinar Registration

Organization – Building the Foundation for a Streamlined Practice

Thursday, April 4, 2024 at 1:00 PM ET

Operations Consultant

Kate Guillen

SimplicityOps

Join Ops expert Kate Guillen for a deep dive into the critical aspect of organization within your CRM. Learn how to establish a well-organized contact hierarchy, ensuring that your tasks, service model, and workflows are built upon a solid foundation. Discover why the contents of your database matter and how an organized approach sets the stage for a seamlessly streamlined practice.

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