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CRM Efficiency Scorecard 

Missed follow-ups, disorganized pipelines, and clunky workflows are holding your business back. Our CRM Efficiency Scorecard pinpoints the problems and shows you exactly how to fix them.

Let's give your CRM a grade

We evaluate your CRM’s efficiency based on 5 essential categories, ensuring a well-structured and high-performing system:

Basic

Perfect for firms looking to automate essential client meeting processes and streamline scheduling with ease

$6,500

1-3 Users

Advanced

For businesses looking to streamline all processes across various operational areas of your firm from onboarding all the way to servicing clients.

$8,000

4+ users

Starter

For businesses looking to streamline multiple processes across various operational areas.

$1,500

1-3 Workflows for:

​

🤝 Prospecting/Onboarding 

 

or

​

📅 Client Meeting

​

or

​

📋 Account Servicing

Advanced

For businesses needing a limited set of workflows to kickstart their operations.

$3,000

4-10 Workflows for:

​

🤝 Prospecting/Onboarding 

 

or

​

📅 Client Meeting

​

or

​

📋 Account Servicing

Professional

For businesses looking to streamline all processes across various operational areas of your firm from onboarding all the way to servicing clients.

$7,500

Comprehensive Workflow coverage across your firm:​

​

🤝 Prospecting/Onboarding 

 

and

​

📅 Client Meeting

​

and

​

📋 Account Servicing

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Wealthbox Workflows.png

Workflows

→ Are your workflows automating repetitive tasks?

→ Are key client interactions and follow-ups streamlined?

→ Are action steps clearly defined to improve efficiency?

Redtail Workflows.png
Wealthbox Workflows.png

Workflows

→ Are your workflows automating repetitive tasks?

→ Are key client interactions and follow-ups streamlined?

→ Are action steps clearly defined to improve efficiency?

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Redtail Calendar.png

Calendar

→ Are events categorized, color-coded, and consistently labeled?

→ Do meeting descriptions include necessary details?

→ Are client questions and responses integrated into scheduled meetings?

Wealthbox Calendar.png
Redtail Calendar.png

Calendar

→ Are events categorized, color-coded, and consistently labeled?

→ Do meeting descriptions include necessary details?

→ Are client questions and responses integrated into scheduled meetings?

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Wealthbox Opportunity.png

Opportunity Pipeline

→ Do your opportunity stages align with your prospecting and onboarding process?

→ Are you effectively tracking prospects through each stage of the funnel?

→ Is your pipeline customized to fit your firm’s needs?

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Wealthbox Opportunity.png

Opportunity Pipeline

→ Do your opportunity stages align with your prospecting and onboarding process?

→ Are you effectively tracking prospects through each stage of the funnel?

→ Is your pipeline customized to fit your firm’s needs?

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Redtail Reports.png

Reports

→ Are you tracking client and prospect meetings effectively?

→ Do you have a system to ensure all clients are contacted at least once per year?

→ Is your CRM data clean, organized, and free of duplicates?

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Redtail Reports.png

Reports

→ Are you tracking client and prospect meetings effectively?

→ Do you have a system to ensure all clients are contacted at least once per year?

→ Is your CRM data clean, organized, and free of duplicates?

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Wealthbox Tasks.png

Templates

→ Are you utilizing task, note, and email templates to enhance efficiency?

→ Do templates align with your workflows and client interactions?

→ Are templates standardized for consistent communication?

Redtail Templates.png
Wealthbox Tasks.png

Templates

→ Are you utilizing task, note, and email templates to enhance efficiency?

→ Do templates align with your workflows and client interactions?

→ Are templates standardized for consistent communication?

Here's what you'll get 🤝

A detailed assessment of your CRM’s performance based on five critical pillars.

CRM Efficiency Scorecard FAQs 👇

  • This is designed for advisory firms using Wealthbox or Redtail CRM that want to uncover inefficiencies, improve workflows, and optimize their CRM to maximize productivity.

  • The CRM Efficiency Scorecard is available for $500.

  • When you purchase the scorecard, you receive:

    • Custom CRM Efficiency Scorecard – A detailed assessment of your CRM’s performance based on five critical categories.

    • Video Walkthrough – A personalized Loom video explaining your scorecard, strengths, and areas for improvement.

    • 30-Minute Free Consultation – A strategy session to review your scorecard and discuss improvements.

    • Action Plan for Optimization – A step-by-step roadmap to enhance your CRM with tailored recommendations.

    Exclusive Discount on Our Services – The $500 cost of the scorecard can be applied toward our services if you engage with us within 90 days.

  • We assess your CRM based on five key areas:

    1. Workflows (20%) – Are your workflows automating tasks and improving efficiency?

    2. Calendar (20%) – Are meetings categorized, named consistently, and well-documented?

    3. Opportunity Pipeline (20%) – Are you effectively tracking prospects and optimizing your pipeline?

    4. Reports (20%) – Are client interactions, meetings, and CRM data tracked and cleaned?

    5. Templates (20%) – Are you using task, note, and email templates to streamline processes?

  • An inefficient CRM can lead to missed opportunities, wasted time, and inconsistent client experiences. Our scorecard helps you identify gaps, implement improvements, and transform your CRM into a growth engine for your firm.

  • Schedule a CRM Efficiency Scorecard Meeting with us to begin the process. Schedule here 👈

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