Dan has been incredibly helpful with systematizing my new client onboarding procedures. Between all of my software and transferring accounts, there seems like a million things that need to be done. Dan helped me build out workflows and sub-workflows in my CRM to ensure everything is completed in a consistent and timely manner. I feel so much relief in having everything in the CRM with different steps for Dan and me to complete instead of it all swirling around in my head.
Building Workflows
