Gain Team Buy-In with PreciseFP and Stephanie Dannebaum Consulting!
Are you struggling to get your team on board with new CRM workflows, especially during the crucial onboarding phase? Join us for an insightful session where we dive deep into tackling this common challenge.
In this video, we’ll guide you through a collaborative whiteboarding exercise designed to harness the power of team input. Using PreciseFP, we’ll demonstrate how to collect and consolidate everyone’s insights into a comprehensive internal form. This form will be the foundation for a streamlined and inclusive onboarding workflow, capturing tasks, timelines, and requirements from each team member.
Stephanie Dannebaum, Founder and CRM Consultant at Stephanie Dannebaum Consulting, joins us to share her extensive experience in building over 1000 workflows for various offices. She’ll provide invaluable best practices and insights to optimize your onboarding process for maximum efficiency and team engagement.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Stephanie Dannebaum
Founder, Stephanie Dannebaum Consulting
