Stephanie Dannebaum
Welcome to the scheduling page for Stephanie Dannebaum.
Please select which type of Event you want to schedule.
Wealthbox Discovery Call

Schedule a Complementary Discovery Call to find out how we help firms quickly implement, facilitate and enhance your Wealthbox Customer Relationship Management (CRM) system.

Redtail Discovery Call

Schedule a Complementary Discovery Call to find out how we help firms quickly implement, facilitate and enhance your Redtail Customer Relationship Management (CRM) system.

Project Scope Call

During our Project Scope Call, we will identify your needs and build out a proposal for you to review.

Wealthbox Client Check In (30 Minutes)

This meeting type is for current clients looking to schedule a 30 minute meeting.

Redtail Client Check In (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.

CRM Strategy Session / Training (1 Hour)

A focused session designed to guide you through essential concepts, practical strategies, and actionable steps to master a particular skill or process