Pearl Marshmallow, Petrie, Wisco, and Zara are SO happy you are here. Like, genuinely beside themselves. Full body wiggles. The whole thing. Nobody in your life will ever be this excited to see you and honestly that is fine. Submit your pup here! 👉 bit.ly/4zgbep9

That twelve condition search you spent forever building. All those fields and drop down menus. Never again. Smart Search, one of Redtail's new AI features powered by Denali, lets you just type out what you want and hands you the list. Read the full story: bit.ly/4jqpENA

Somewhere in your CRM there's a contact that hasn't been touched in three years, a record with missing info, and data that's quietly making your reporting less reliable. Next week on October 29th we're going hunting. Join us! 👉 bit.ly/3VMd0Pb

Cooler weather may be near, but the grass is still there! Aloe, Auburn, Oakley & Heidi, and Colt are out there reminding us all to go touch it while we still can. Great advice from four very good dogs. Got a pup who gets it? Find out how to submit them! 👉 bit.ly/4zgbep9

It's 9 PM. Your review is at 9 AM. You're buried in eight months of notes. Review Prep, one of Redtail's new AI features powered by Denali, ends those nights for good. One click and your CRM builds the summary for you. Get the fully story here: bit.ly/4jqpENA

Your best client experience shouldn't depend on who happened to pick up the phone. Tomorrow we're sharing practical ways to align your team, close the process gaps, and make consistency your firm's superpower. Come learn how. Grab your seat! 👉 bit.ly/3VMd0Pb

ICYMI we dropped a blog about Redtail's new AI features, powered by Denali, and it's worth a few minutes of your time. Five tools built right into your CRM. No new system. Just the busy work handled so you can get back to the people. Read it now! 👉 bit.ly/4jqpENA

Apato, Sidney & Zola, Seamus, and Dilly are not waiting for a perfect weather forecast. Sun, wind, mud, whatever. These dogs are outside and they are fully committed to it. Got an adventure pup who lives for the outdoors? Find out how to submit them! 👉 bit.ly/4zgbep9

That process you've meant to systematize since 2023? It can finally happen. Describe it in plain words and Workflow Builder, one of Redtail's new AI features, powered by Denali, builds it. Steps, tasks, timing. Save it as a template. Dig into the details: bit.ly/4jqpENA

When your team is aligned, your clients feel it. When they're not, clients feel It too. Next week, October 15th we're talking about how to build shared standards, reduce knowledge silos, and create a consistent experience across your firm. Register now! 👉 bit.ly/3VMd0Pb

You didn't get into this business to build search filters at 9pm. Tomorrow the Redtail team are showing off what Redtail's AI features can do for you, how to get the most out of them, and what's coming next. Come with questions. Grab your seat! 👉 bit.ly/4hlVVTn

Say hello to your October login screen royalty! Beau, Finch, Wednesday, and Duke earned their spots and they are ready to be seen. Every time you log in this month, these good pups are there to greet you. Want your dog featured next? Find out how! 👉 bit.ly/4zgbep9

New book of business. A stack of conference leads. Then the scariest question: who's entering all this data? Not anymore. Contact Import, one of Redtail's new AI features, powered by Denali, maps your spreadsheet and imports in bulk. See the whole process: bit.ly/4jqpENA

October is STACKED. Small habits. AI features. Team consistency. And yes, we're going full Halloween energy on your CRM data. Four sessions, one great series, and you can sign up for one or all of them. Check out the full schedule and grab your seats! 👉 bit.ly/3EDqUv5

Most organized firms aren't doing anything radical. They're just doing the simple things consistently. This Thursday, October 1st, we're sharing the small habits that help teams stay sharp, reduce the scramble, and get more out of Redtail. Register now! 👉 bit.ly/3VMd0Pb

You didn't get into this business to fight your software. New blog is up and we're breaking down Redtail's new AI features, powered by Denali, and what they actually give back to you. Less busywork. More time with the people who matter. Go read it! 👉 bit.ly/4jqpENA

You didn't get into this business to build search filters at 9pm. On Wednesday, October 7th, our team is showing you what Redtail's AI features can do for you now, how to get the most out of them, and what's coming next. Register now! 👉 bit.ly/4hlVVTn

Policy renewals don't wait. Neither should your process. Tomorrow we're walking through how to document, track, and manage annuities and insurance inside Redtail so nothing slips through the cracks. Come learn how. Grab your seat! 👉 bit.ly/4xh4zJd

Annuities and insurance policies have a lot of moving parts. Deadlines, renewals, new business workflows, and most of it scattered across notes and spreadsheets. On September 17th we're showing you how to bring it all together in Redtail. Register now! 👉 bit.ly/4xh4zJd

Birthdays are great. But what about the milestones that actually change your client's financial life? Tomorrow we're showing you how to use Redtail to turn those moments into meaningful connections. Don't miss it. Grab your seat! 👉 bit.ly/3TvaFHB