Hey everyone! 👋 We recently hosted a webinar about leveraging the Redtail Workflow Library, and we put together some helpful resources. Whether you missed it or just want to revisit the materials, you can grab them here. We hope this helps as you optimize your processes. Let us know if you have questions or want to bounce around ideas!

We spend so much time crafting the perfect onboarding experience for clients… but what about our new teammates? 💡 Our team has grown a ton this year, and we realized how important it is to make the new hire process just as intentional (and fun!) as the client experience. We built a New Hire Onboarding Workflow to keep things smooth, simple, and personal. You can download it below and use it as a starting point to build your own! 👇 What’s something fun or unique you do to make new employees feel welcome on Day 1?

Jumping straight into your CRM to build workflows often leads to confusion, rework, or missed steps. That’s why whiteboarding first is critical. A workflow whiteboarding document helps you: 🔹 Define the purpose – What are you trying to achieve (onboarding, follow-up, etc.)? 🔹 Map the steps – What happens first, second, and after that? 🔹 Assign responsibilities – Who owns each task so nothing falls through the cracks? 🔹 Visualize outcomes – What should each step produce before moving forward? 🔹 Refine together – Spot gaps, simplify, and collaborate before locking it in. Once your team sees the full process laid out, moving it into a CRM as a templated workflow becomes smooth and straightforward. Think of it as building the blueprint before the house—clear, intentional, and set up for success. We’ve included a template below you can use to start whiteboarding your own workflows today! 🚀

If you or your team have started to ignore Redtail notifications and it has hindered you from using your CRM, see below for our cheat sheet to optimize notification preferences! By setting up your notification preferences in Redtail, you'll: - Tailor the system to your specific needs - Ensure that the right people are being notified at the right time AND taking action - Increase traffic and user engagement to your CRM When you configure your preferences, you essentially optimize Redtail to match your daily activities, business goals, and client interaction processes. Check it out 👇

💡 Tired of rewriting the same emails over and over? We’ve put together a PDF with our go-to email template recommendations that keep communication clear, consistent, and quick. Grab it here 👇 Curious which template you think will make the biggest difference in your day-to-day!