Maximizer CRM Training

Mindset consulting is pleaser to offer Advisory Teams customized One-to-One CRM Integration Sessions to ensure they fully integrate and leverage every aspect of their CRM.

At Mindset we enthusiastically promote the use and full integration of a CRM platform to get your Advisory Practice organized and systemized to effectively coordinate your team, exceed Client Expectations, grow your business, and maximize the value of your life's work.

This real-time team connectivity has always been important, but the integration of remote work has made it an essential.

Session 1

CRM Initiation & Getting Started - $365

A 90-minute session with our CRM specialist & your CRM champion (others are welcome too!) to begin mapping out optimal use of its features and adoption of rules of engagement (how we will use it consistently as a group)

This session will include a focus on items related to daily use of the CRM:

Best Practices to make optimal use of the Calendar, Tasks & Hotlists - including adoption of team protocol for tasking and priorities (there is an organized, intuitive approach to this!)
Best Practices for setting up and maintaining the Client Contact Record including:
- Adding Clients & Setting up Households
- Classifying Clients
- Capturing Key Client Information (family, occupation, recreation, favourite beverage)
- Capturing Key Wealth-Related Information
- Generating Lists Based on Information Contained within the Client Contact Record
It will also help the team to set up the best method to identify who receives various Client Service Initiatives (i.e. cards, gifts, birthday acknowledgments, etc.)
Best approach to capture a running timeline of Meaningful Moments
We will also cover how to set up Individual & System Preferences (with different roles, this matters).

Session 2

CRM Integration — Automating the Client Service Model - $295

This 60-minute session is designed specifically to ensure the team is fully automating the Client Service Model the best possible way based on the capabilities of their CRM (yes, they do vary).

This includes the client-specific activities, such as Wealth Review Meetings, Relationship Calls, Client Service Touches, and Birthdays.
It also includes automating time-of-year activities that touch larger groups or all clients to ensure they are delivered consistently and on time (Newsletters, Annual Gifts & Cards, Events. etc.)

Session 3

CRM Integration — Workflows, Email Integration & More - $295

This 60-minute session is designed specifically to support the team with advanced features such as any one or more of the following:

Creation of Workflows & Action Plans (our favourite!)
Custom User-Defined Fields
Email Integration
Calendar Integration
Other Advanced Features

Session 4

CRM Integration — Next Level Integration & Trouble-shooting $295

This 60-minute session is designed to:

Ensure all aspects of the CRM discussed to date have been integrated successfully
Next level integration
Answer specific questions related to how the CRM can support best practices
Trouble-shoot various aspects

Keeping It All on Track

To ensure your Advisory Team's success, each CRM Integration Session includes the following after each session:

EMAIL SUMMARY - Outlining specific action items to ensure the team achieves the progress they are looking for.
CRM INTEGRATION DASHBOARD - This is a detailed tool we use to help the team plan & track progress related to their specific CRM Integration goals.
CRM INTEGRATION RESOURCES - We will provide a series of additional CRM Integration Resources as needed to support the team with successful adoption.

Additional follow ups will be provided by email and telephone in between these sessions to continue to train, motivate, and support teams with their progress.

Get Started

If you would like to learn more please feel free to contact Jennifer Broad, at Jennifer@mindsetconsulting.ca