Prepped before the meeting, written up after.
A prep pack is built before every client and prospect meeting, and notes, tasks, and records are updated once it ends.
From first call to up and running.
Map your processes
We learn how your team works today and which tools it uses.
Build and connect
We build the workflow inside the tools you already use.
Test with your team
We run it with real examples before it goes live.
Document and support
You get written instructions, and we keep it running as your tools change.
What it does for your firm.
Advisors walk in ready
Folders, notes, and checklists are waiting before the meeting.
Nothing slips afterward
Notes and action items land on the client record while they are fresh.
A record you can show
Calls and meetings are copied to your archive as they happen.
Common questions.
Which tools does this work with?
Scheduling tools like Calendly, CRMs like Wealthbox, Redtail, and Salesforce, plus Google Workspace, Microsoft 365, and Slack.
Does this cover prospect meetings too?
Yes. Discovery calls get the same prep and the same write-up as client reviews.
What happens after a meeting?
Notes are filed, the record is updated, action items become tasks, and the opportunity moves to its next stage.
Is this running at firms today?
Yes. One live workflow adds each new discovery call from Calendly to Wealthbox and assigns a meeting prep task.
Other ways we help with automation.
Let's find the busywork worth automating.
Tell us where your team spends too much time.
We'll show you what could run on its own.