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Practice Management Takeover - Kate Guillen, Founder of Simplicity Operations Management
Adapting processes for in person and virtual meetings

Learn best practices, tips, and tricks for delivering your desired client experience for both an in person and virtual environment.

During this webinar you will learn, how to:
• Craft your ideal client experience
• Use Redtail’s workflows to standardize the process and efficiently execute your desired client experience
• Tailor and track the processes based on the client’s preference for in-person or virtual meetings

Oct 12, 2021 10:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Redtail Training.