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Kate Guillen
Organization – Building the Foundation for a Streamlined Practice
Guest Expert: Kate Guillen, SimplicityOps

In this webinar, Ops expert, Kate Guillen, took listeners for deep dive into the critical aspect of organization within your CRM. Listen to 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.

Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.

Organization – Building the Foundation for a Streamlined Practice 04-04-2024

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