The CRM Summer Playbook: Maximizing Your CRM During Seasonal Slowdowns

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Let’s be real here, clients are not exactly jumping at the chance to meet up during the summer. With vacations, childcare shuffles, and the fact that most people have already wrapped up their yearly reviews, business tends to hit the brakes during those sunny months. But just because your calendar looks emptier, doesn’t mean you should let your productivity take a siesta too! This is the perfect time to give your CRM a summer makeover and supercharge its performance.

Join the dynamic duo, Diana Cabrices and Chris Kopanski from Wealthbox, as they share how advisors can whip their CRM into shape during the summer slowdown. Get ready for an exciting lineup:

  1. Say goodbye to the “Dirty CRM”: We’ll show you how to spot the telltale signs of a messy CRM and give you the tips and tricks to tidy it up like a pro.
  2. Streamline, collaborate, conquer: Learn how organizing and streamlining your processes, workflows, and pipelines can turn your team into a well-oiled growth machine. Get ready for silky-smooth client interactions and collaboration like never before.
  3. Automation and integrations: Discover why automating tasks and seamlessly integrating your systems is the secret sauce to CRM success. We’ll break it down for you in simple, easy-to-follow steps.
  4. Unleash the power of Wealthbox resources: We’ll take you on a whirlwind tour of all the amazing features and hidden gems Wealthbox has to offer. There’s a resource for everything you need!


Diana Cabrices



Chris Kopanski

Sr. Product Specialist


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