ABOUT this webinar
Topic: Adapting processes for in-person and virtual meetings
Description: 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