At what point in your process do you ask for their drivers' license?

I'm struggling to get our team and advisor on board with using workflows. They are under the impression workflows are for bigger firms (we have 7 employees, which includes 2 advisors). They don't even want to entertain a conversation about how this could simplify repetitive tasks, keep everyone accountable and free up time instead of using several different spreadsheets, and then still have to be personally reminded about their tasks. HELP and thank you.

Is anyone using Zapier with Calendly and Redtail? I have a question about how to create a Zap when someone cancels or reschedules via Calendly and how to update it on Redtail using a Zap. TIA

Great question (and one I just received)! I wanted to go into detail about each community and explain who its for, what its about and hopefully clear up any confusion. 30,000 view: If you search "Joe Moss" in the Skool directory, four communities come up (I like Skool, btw :) - Conneqtor Community - RIA Operators - ProAdvisorSuite Community - Simplicity Ops Partners Two are owned by Kate Guillen for Simplicity Ops (Joe is not an owner/partner, etc in Simplicity Ops): - RIA Operators - this is a free community for CSAs, Ops Mgrs, Advisors and anyone that wants to talk about RIA operations and everything that goes into it - Simplicity Ops Partners - this is a paid community for Simplicity Ops' clients Two are owned by Joe Moss for ProAdvisorSuite and Conneqtor respectively (Kate is not an owner/partner, etc in either of these companies) - ProAdvisorSuite - a free community dedicated to all things advisortech - Conneqtor - a paid community for members of the Conneqtor program I've added a graphic below to give more detail on what Conneqtor and ProAdvisorSuite are about. Hope that is helpful! Please don't hesitate to drop your questions below or chat with Kate or I directly. Happy New Year!

How does everyone name their opportunities? Are you naming them with the Clients name? Do you have a format, Last Name, First Name?? Please share. Thank you.