Football season is finally back! A lot of you reading this just felt your pulse go up a bit, didn't you?
Whether you’re loyal to your alma mater, ride hard for that fantasy team you should’ve quit years ago, or just like seeing someone taking a kickoff to the house, you know this much is true: a full roster doesn’t win games. The right lineup, with the right strategy, does.
Every coach starts the season with a depth chart packed with players. But they don’t send in all 53 at once when the game's on the line. They put in the team built for that moment, goal line, two-minute drill, special teams, the right people, for the right play, at the right time.
Your CRM should work the same way.
Because here’s the thing: a cluttered CRM isn’t about how much data you’ve got, it’s about how well you’ve organized it.
Redtail gives you the tools to build your “depth chart,” your go-to playbook, and your all-star lineup of clients for any kind of outreach. And it all starts with segmentation.
Great Segmentation Starts with Great Structure
Every team has to agree on what position names mean. A cornerback is a cornerback. A fullback is a fullback. You don’t want people running around guessing who’s supposed to block or catch.
The same goes for your CRM.
Redtail’s Manage Database Lists tool helps you standardize and customize your statuses and categories so your entire team uses consistent terminology for client type, source, status, and service tier. It’s how you make sure your searches return exactly who you expect, every single time.
Want to make it stick? Build a CRM style guide with your team. It’s like your office playbook, so everyone speaks the same language, everyone tags things the same way, and no one on your team is left wondering what “Client Tier 1A+” is supposed to mean.
Search Smarter, Not Harder
When you’ve got structure in place, Advanced Search becomes your office personnel packages. Philadelphia isn’t going to try for a tush-push without the proper players on the field, and neither should you. This lets you call plays that bring up exactly the group of clients or prospects you’re trying to reach.
Want to find:
- Every “B” client who hasn’t had a review in the past 12 months?
- Every lead who came in through a referral and is under 40?
- Everyone who prefers phone calls and has an anniversary next month?
Build it in Advanced Search. Save it as a Quicklist. Run it whenever you want.
Quicklists = Your CRM Depth Chart
Once you’ve built those searches, you don’t ever have to build them from scratch ever again. Quicklists are your CRM’s version of a depth chart. You create them once and call them into the game whenever needed.
Set up Quicklists for:
- Quarterly review clients
- VIPs for holiday outreach
- Clients by service level
- Upcoming rollover opportunities
Now you’ve got easy access to the right “lineup” for any client experience play. You’re not hunting through the whole roster, you’re running with purpose.
Don’t Just Store Data. Coach With It.
Your CRM is more than a place to store contact information. It’s where your service strategy lives. When you customize your data and organize your contacts intentionally, your CRM transforms from a digital Rolodex into a relationship engine.
Advanced Search, Quicklists, and customized list management aren’t just back-office tools. They’re how you show up for the right people, with the right message, and the right timing.
Anyone can field a team. Great advisors build their lineup.