Redtail University

Recommended for newer astronauts (users for 1 year or less), one-person offices, or office staff who live in Redtail, the Implement mission is all about the functions you have at your disposal and how to implement them in your office life. 

This is a nuts-and-bolts training that shows how to apply the many areas of Redtail in your business by using concepts, situations, and best practice examples. If you find yourself saying “I don’t know what I don’t know” or “I’m only using 5% of Redtail” or “Where do I run reports again?,” then Implement is the mission for you!

Implement Agenda

Recommended for more seasoned space explorers (users of 2+ years), Office Managers, or advisors with staff, the Strategy mission focuses on using your familiarity of the CRM, as well as when and why to use certain features. 

While still guiding on the functions in the CRM, Strategy offers an opportunity for attendees to have open discussions with one another on how all of the tools within Redtail can be used to strategically tackle common situations. If you find yourself having “trouble with practice management,” then check out our Strategy mission!

Strategy Agenda