Follow up with new prospects right away.
Every form and booking creates the record, scores the lead, drafts a follow-up, and tells your team.
From first call to up and running.
1Map your process
We learn how your team works today and which tools it uses.
2Build and connect
We build the workflow inside the tools you already use.
3Test with your team
We run it with real examples before it goes live.
4Document and support
You get written instructions, and we keep it running as your tools change.
What it does for your firm.
Faster follow-up
Your team hears about a new prospect the moment the form comes in.
A clean CRM
Duplicates are caught before a second record is made.
Best fits first
Lead scores show your team who to call first.
Common questions.
What starts the workflow?
A prospect filling out your website form or booking a call.
How are leads scored?
On details like assets, occupation, location, and complexity.
Does it email prospects on its own?
No. A follow-up email is drafted for your team to review.
What if a prospect doesn't show?
A follow-up task opens and the advisor is told, so the lead doesn't go quiet.
Can new prospects join an email campaign?
Yes. Prospects can be tagged by life stage and added to the right email series.
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.