Welcome to the scheduling page for Stephanie Dannebaum.
Please select which type of Event you want to schedule.
Wealthbox Client Meeting (30 Minutes)
This meeting type is for current clients looking to schedule a 30 minute meeting.
Redtail Client Meeting (30 Minutes)
This meeting type is for current clients looking to schedule a 30 minute meeting.
Wealthbox Client Meeting (1 Hour)
This meeting type is for current clients looking to schedule a 1 hour meeting.
Redtail Client Meeting (1 Hour)
This meeting type is for current clients looking to schedule a 1 hour meeting.
Stephanie Dannebaum Consulting Initial Consultation
Schedule a Complementary Call to find out how we help firms quickly implement, facilitate and enhance your CRM.
CRM Health Check Meeting
A 30 minute walkthrough of your CRM highlighting key gaps, inefficiencies, and next steps.