Recorded Webinar

Simplify Your CRM with Simplicity Ops + Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

A cluttered CRM slows you down, but keeping it clean and efficient doesn’t have to be complicated. Discover how to make Wealthbox simpler to use and easier to maintain. Join Simplicity Ops and Wealthbox for a webinar that walks you through how to assess your CRM setup, streamline your processes, and build a long-term maintenance plan that keeps Wealthbox running smoothly.

This webinar will cover

1 How to complete the CRM Health Self-Assessment and interpret your results
2 How to identify opportunities to optimize your Wealthbox setup for maximum efficiency
3 Practical tips for keeping Wealthbox organized and easy to navigate every day
4 A ready-to-use workflow from Simplicity Ops to help you maintain CRM health long term

SPEAKERS

Kate Guillen

Founder & Lead Coach

Simplicity Ops

Andrew Ladwig

Director of Business Development

Wealthbox

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