This webinar is designed for members seeking new ways to leverage their CRM systems to help achieve firm goals. Join us for three live demonstrations by highly respected industry insiders showing practical applications they’re using in their firms today. In response to member feedback requesting high-impact education in shorter durations, we're excited to present a 30-minute webinar packed with valuable insights.

Re-Engaging Subscribers: Rachel Pomeani from Clearly Rated will share her company's journey in re-engaging subscribers, including email blasts and subject lines, the best and the worst reported metrics, and the new revenue attributed by this initiative.

Drip Emails and Mid-Funnel Educational Materials: Sean Sullivan from RedPath CPAs will walk us through how his firm uses drip emails with mid-funnel educational materials, assigns lead scores, and prompts salespeople to take action through CRM workflows.

Sales Pipeline Optimization: Rachael McGrew from Landmark CPAs will show her firm's CRM sales pipeline, showing how leads and website form submissions are added to the first step deal phase and the expected revenue in each stage of the pipeline based on historical win rates.