Downloads

Redtail Workflows

• Activity Priority Legend

• Activity Template Recommendations

• Beneficiary Change Workflow (Redtail)

• Quarterly Maintenance Workflow (Redtail)

• Style Guide Template (Redtail)

Wealthbox Workflows

• Task Template Recommendations

• Beneficiary Change Workflow (Wealthbox)

• Quarterly Maintenance Workflow (Wealthbox)

• Style Guide Template (Wealthbox)

Available Downloads

• Automation Template Recommendations

• CRM Health Self-Assessment

• Email Template Recommendations

• Hiring Metrics

• New Hire Resources

• Review Meeting Workflow

• Service Model Template

Recommended Technology Integration

• Beemo Automation

• Chat GPT

• Delphi

• FinMate

• Jump AI