I use Redtail. It's been a struggle to get my account feeds set up correctly. Is it better to just manually enter, then update account balance information periodically?

You’re not the only one. Most firms inherit years of half-built templates, unclear task names, and communication patterns that no one remembers creating. The result? A system that technically exists but isn’t actually usable. What your team needs isn’t more templates. They need usable templates. Here’s where to start: • Standardized naming conventions - so everyone speaks the same internal language. • Clear role delineation - because tasks without owners are tasks that never get done. • Templated internal communication - to eliminate the guesswork and the back-and-forth. If your task management system feels inconsistent, chaotic, or overly dependent on memory, it’s not a you problem. It's a template problem. Clean templates create consistency. Consistency creates trust. And trust is the foundation of a scalable firm. If you’re tired of rebuilding tasks every time you onboard a client, fix it at the template level. We put together a free template guide to help you standardize the right way.

Please state your number one challenge in your practice. For instance, is it marketing, practice management, or compliance, etc.

For those of you using Redtail as your CRM, what metrics do you rely on most in Redtail reporting to track production?

Not more meetings. Not another tool. Email templates. From an operations perspective, they’re one of the simplest ways to upgrade consistency overnight, yet they’re often the last thing firms take the time to build. Here’s why they matter so much: 1. Consistency builds trust.Every client gets the same clear, professional message, no guesswork based on who hits send. 2. Service becomes faster and smoother.Your team responds with confidence using pre-approved language instead of drafting from scratch. 3. Professionalism goes up.Clean formatting and aligned tone make your firm feel polished at every touchpoint. 4. Proactive communication reduces fire drills.Clients stay in the loop without chasing your team for updates. If your inbox feels like a daily reinvention of the wheel, this is your sign: Build the templates. Save them in your CRM. Make them part of your workflows. Your future self, and your clients, will thank you. A list of email templates we recommend you save in your CRM/workflows are attached, ready for you to plug into your processes and start using right away.