1d • Questions
Client Communication + Activity Delegation
Hello! We’re currently refining our Ops structure and looking to improve efficiency, and I’d love to get some input on a couple of areas:
- We’re considering setting up a centralized “operations@...” email and a dedicated operations phone number for all client communication, rather than having messages come from multiple Ops Associates' emails/phone numbers. Does anyone use a system like this? What are the pros and cons? Have you run into any challenges — like emails getting missed — when managing a shared inbox?
- We’re also working to better leverage activities/workflows in our processes (we use Redtail). For teams that use activities to manage requests between advisors and operations, how do you handle task delegation among multiple Ops Associates in a centralized operations structure?
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Client Communication + Activity Delegation
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