Your clients, and your team for that matter, crave consistency. The Rule of three in practice management says that anything you do three or more times that has three or more steps must be a standardized operating procedure.

Your CRM should provide your team with oversight, redundancy and accountability. Roles and responsibilities, aligned with your org chart, should be represented in your CRM, ensuring nothing falls through the cracks.
 

Learn more at www.toolkitcrm.com