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.
Organization – Building the Foundation for a Streamlined Practice
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, April, 4 • ET • 60 minutes
What You'll Learn
No content added
Webinar Description
Kate Guillen
Operations Consultant SimplicityOps
What You'll Learn
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…
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.