Skip to main content

Don't Wait: Purchase Your Pass for Our Inaugural Masterclass Program! LEARN MORE ->


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.

Register for Webinar

Form container
Personal Info
Complete the form below
Survey Data
A CFP ID number will be required in order to receive CE credit for this webinar.
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.