🔧 Redtail Essentials Bundle

Streamline your Redtail CRM with our most popular automation-ready tools—all in one discounted package.

Designed for advisors who want to save time, reduce manual data entry, and stay organized, this bundle includes everything you need to collect client info, manage tasks, and keep Redtail effortlessly updated.

📄 Included Forms:

• Meeting Notes & Tasks Form – Take structured notes during meetings, assign follow-ups, and send a client summary with one form.

• Risk Tolerance Questionnaire + Investment Policy Statement – Score clients, determine their risk band, and generate a fully populated IPS.

• Client Profile Questionnaire – Collect all essential client details—personal, financial, and estate—in one place.

• Bulk Client Notes Form – Apply a single note across multiple client records with just one submission.

• Documentation Needs List Generator – Send clients a custom document checklist based on their situation.

• Send A Referral Form – Make it easy for clients and partners to refer others directly to your CRM.

⚙️ Included Automations (Zaps):

• Meeting Notes & Tasks Form → Redtail

• Risk Tolerance Questionnaire + IPS → Redtail

• Client Profile Questionnaire → Redtail

• Bulk Client Notes → Redtail

• Redtail Daily Task Digest – Automatically send advisors a daily email with tasks due and upcoming.

Each Zap is pre-configured to move data directly into Redtail, ensuring your workflows are clean, accurate, and efficient—without the manual work.

Spend less time on admin—and more time with your clients.
The Redtail Essentials Bundle makes it easy.