Workflow Webinar: Expedite CRM Maintenance with Simplicity Ops

Wednesday, Feb 28, 2024 at 2:00 PM ET

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Agenda

We host webinars centered around workflows as part of our Workflow Webinar series. In this episode, we’re excited to partner with Simplicity Ops to showcase their workflow for quarterly CRM maintenance to keep advisors working efficiently. Join us to learn more about:

  1. Where advisors can find the workflow libraries in Wealthbox
  2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch
  3. How firms are using Simplicity Ops’ Quarterly CRM Maintenance workflow template to keep their data clean and efficient
  4. How workflows provide advisors with a quick and easy way to ensure nothing slips through the cracks
  5. Getting started with the Simplicity Ops Quarterly CRM Maintenance workflow in Wealthbox

Speakers

Kate Guillen

Founder & Lead Coach

Simplicity Ops

Chris Kopanski

Sr. Product Specialist

Wealthbox