Starter
For businesses that are new to the world of automations, offering up to 5 Zaps and integration with 2 Advisor Tech Platforms.
⏰ Delivery Time: 1 Week
⚡️ 1-4 Zaps
✅ 2 Advisor Tech Platforms
$400
/ automation
Advanced
For businesses with growing automation requirements, offering up to 10 Zaps and integration with 4 Advisor Tech Platforms.
⏰ Delivery Time: 3 Weeks
⚡️ 5-10 Zaps
✅ 4 Advisor Tech Platforms
$350
/ automation
Professional
For businesses ready for comprehensive automation, offering up to 20 Zaps and integration with 6 Advisor Tech Platforms.
⏰ Delivery Time: 1 Month
⚡️ 10+ Zaps
✅ 6 Advisor Tech Platforms
$300
/ automation
Service Model Automation
We automate your entire client scheduling for all meeting types, saving your ops team 100+ hours annually and reducing errors. Using GReminders with Wealthbox or Redtail CRM, we streamline workflows to fit your firm’s processes and client tier structure.
Auto-Schedule All Your Clients 📅
Transform your client meeting process with tailored automation. From seamless scheduling to streamlined communication, our Service Model Automation ensures every client interaction is efficient, consistent, and stress-free—powered by GReminders and integrated with Wealthbox or Redtail CRM.
Basic
Perfect for businesses looking to automate essential client meeting processes and streamline scheduling with ease.
⏰ Delivery Time: 1 Month
$6,500
1-3 Users
Advanced
For businesses looking to streamline all processes across various operational areas of your firm from prospecting to servicing clients.
⏰ Delivery Time: 2 Months
$8,000
4+ Users
Service Model Automation FAQs 👇
Service Model Automation is a system that automates the scheduling and management of client meetings for Financial Advisory Firms. By integrating GReminders with Wealthbox CRM or Redtail CRM, this service eliminates manual scheduling, reduces administrative tasks, and ensures a seamless, automated client meeting process.
We set up Service Model Automation in a way that ensures all your clients are automatically scheduled for meetings throughout the year. You’ll never have to worry about whether a client was reached out to—the system runs like clockwork, sending automated scheduling requests and reminders.
This automation eliminates manual scheduling efforts, significantly reducing errors and saving your operations team countless hours. By streamlining client outreach and scheduling, your team can focus on more valuable tasks instead of managing calendars and follow-ups.
We follow a structured process to ensure seamless automation of your client meetings:
-
Onboarding: We assess your current service model or help you define one. We gather details on how your firm currently schedules meetings and build out the GReminders platform accordingly.
-
Development & Building: We set up bulk send automation for client meetings, including Annual Reviews, Check-in Calls, and Specialized Planning Meetings. Your team is introduced to GReminders and trained on how to use it effectively. CRM tags are also added for automation tracking.
-
Launch: We activate all automated scheduling features, allowing clients to book their meetings effortlessly.
-
Post-Launch Support: We stay on board for one month after launch to refine the system, troubleshoot any issues, and ensure everything runs smoothly.
-
Pricing is based on the number of people on your team:
-
Basic Package (1-3 team members): $6,500
-
Advanced Package (4+ team members): $8,000
This structure ensures that firms of different sizes receive the right level of automation and support to match their operational needs.
-
Schedule a consultation with us to explore your service model automation needs and discover how we can enhance your operations. Schedule here 👈
Calendar To CRM Automation
Connect your scheduling software with Wealthbox or Redtail CRM to automate contact creation, calendar events, workflows, and opportunities. Eliminate manual steps and improve reporting across every client meeting.
Sync Every Meeting to CRM 📅
Eliminate manual data entry and reduce human error by turning every scheduled meeting into structured CRM updates. With a direct connection from your scheduling software to Wealthbox or Redtail, your CRM is instantly updated with new contacts, calendar events, opportunities, and triggered workflows that keep your team aligned and your reporting accurate.
Starter
For businesses that are new to the world of automations, offering up to 6 Event Types and integration with 2 users.
⏰ Delivery Time: 1 Week
$2,500
⚡️ 2 Users
✅ 6 Event Types
Advanced
For businesses with growing automation requirements, offering up to 10 Event Types and integration with 5 users.
⏰ Delivery Time: 2 Weeks
$5,000
⚡️ 5 Users
✅ 10 Event Types
Professional
For businesses ready for comprehensive automation, offering up to 15 Event Types and integration with 6 users.
⏰ Delivery Time: 1 Month
$7,000
⚡️ 10 Users
✅ 15 Event Types
Calendar To CRM Automation FAQs👇
Our ZapPacks simplify your business operations by automating repetitive tasks between Advisor Tech platforms. This boosts efficiency, saves time, and lets you focus on delivering exceptional client service.
We’ll help you select the right ZapPack, define your automated workflows (Zaps), and identify the Advisor Tech platforms to connect. From there, we set up and test the automations to ensure your tools work seamlessly together.
We specialize in automating top Advisor Tech platforms like CRMs, portfolio management systems, financial planning software and many more. Examples include Redtail, Wealthbox, PreciseFP, etc. Check out the Advisor Tech we optimize here. 👈
ZapPacks are bundles of automated workflows (Zaps) tailored to your business, each connecting two Advisor Tech platforms. You select a package—Starter, Advanced, or Professional—based on the number of Zaps and platforms you need.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Schedule an Intro Meeting with us to discuss your goals and explore how our Zapier Automations can transform your RIA. Schedule here 👈
Marketing Automations for Financial Advisors
We help financial advisors automate repetitive marketing tasks and sync prospect data across platforms. By integrating your marketing software with Wealthbox or Redtail CRM, we ensure your pipeline stays organized, your messaging stays consistent, and your team spends less time on manual updates.
Add Prospects to Email Marketing Sotware
Prospect added to your CRM ✅
Add that Prospect into your Marketing Software ⚡️
_____
Whether you manually enter Prospect information into your CRM or it automatically happens for you, once we recognize that a Prospect has been added to your CRM, we can automatically send their information over into your Marketing Software.
Automatically Send Birthday Emails to Clients
New Client onboarded ✅
Add Client to birthday drip in your Marketing Software ⚡️
_____
When a new client is onboarded with your firm, we can automatically add them to your marketing software to receive future birthday emails through your Marketing Software
Automatically Update Prospects to Clients
Prospect becomes client ✅
Add the Prospect as a Client in your Marketing Software ⚡️
_____
When a prospect has agreed to start working with you and now becomes a Client of your firm, we can automatically add them to your regular client marketing communication through your Marketing Software
Automate Your Prospect and Client Marketing ⚡️
Convert more prospects and stay connected with clients through marketing automation that works behind the scenes. From syncing contact data to triggering timely messages, we integrate your marketing systems with Wealthbox or Redtail to deliver a smoother, smarter marketing process that saves time and reduces errors.
Starter
For businesses that are new to the world of automations, offering up to 5 Zaps and integration with 2 Advisor Tech Platforms.
⏰ Delivery Time: 1 Week
$400
/ automation
⚡️ 1-4 Zaps
✅ 2 Advisor Tech Platforms
Advanced
For businesses with growing automation requirements, offering up to 10 Zaps and integration with 4 Advisor Tech Platforms.
⏰ Delivery Time: 3 Weeks
$350
/ automation
⚡️ 5-10 Zaps
✅ 4 Advisor Tech Platforms
Professional
For businesses ready for comprehensive automation, offering up to 20 Zaps and integration with 6 Advisor Tech Platforms.
⏰ Delivery Time: 1 Month
$300
/ automation
⚡️ 10+ Zaps
✅ 6 Advisor Tech Platforms
Zapier FAQs 👇
Our ZapPacks simplify your business operations by automating repetitive tasks between Advisor Tech platforms. This boosts efficiency, saves time, and lets you focus on delivering exceptional client service.
We’ll help you select the right ZapPack, define your automated workflows (Zaps), and identify the Advisor Tech platforms to connect. From there, we set up and test the automations to ensure your tools work seamlessly together.
We specialize in automating top Advisor Tech platforms like CRMs, portfolio management systems, financial planning software and many more. Examples include Redtail, Wealthbox, PreciseFP, etc. Check out the Advisor Tech we optimize here. 👈
ZapPacks are bundles of automated workflows (Zaps) tailored to your business, each connecting two Advisor Tech platforms. You select a package—Starter, Advanced, or Professional—based on the number of Zaps and platforms you need.
Example 1 - A Zap could automatically transfer new leads from your CRM to your marketing email system, saving you time and ensuring consistency.
Example 2 - When a client schedules an annual review through your scheduling software, a Zap can seamlessly transfer the details to your CRM calendar. This automation ensures the event is accurately titled, includes the appropriate location (in-person, phone, or virtual), links the client or prospect’s contact information to the meeting,and automatically launches your firm’s workflows!
Redtail and Wealthbox CRMs are widely-used tools for managing client relationships. Integrating these with platforms like Calendly, Mailchimp, or JotForm streamlines financial planning and improves client onboarding.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Schedule an Intro Meeting with us to discuss your goals and explore how our Zapier Automations can transform your RIA. Schedule here 👈
Marketing Automations for Financial Advisors
We help financial advisors automate repetitive marketing tasks and sync prospect data across platforms. By integrating your marketing software with Wealthbox or Redtail CRM, we ensure your pipeline stays organized, your messaging stays consistent, and your team spends less time on manual updates.
Automate Work Inside of Your CRM for Prospect/Client Meetings
When a Calendar Event is added in your CRM ✅
Automatically Start Workflows, Create Tasks and Create Opportunities ⚡️
_____
When Calendar Events are added inside of your CRM, we can automatically start a workflow, create a task based on a task template, and create opportunities for your team to follow up on so you don't have to manually create the work for them.
Keep Work Moving with Workflow Automation
When a Workflow Step is Complete in your CRM ✅
Automatically Start another Workflow or Create a Task⚡️
_____
When a specific Workflow Step has been complete inside of your CRM, we can automatically start another workflow or create a task based on a task template for your team to follow up on to avoid any manual follow up work for your team.
Create Households Instantly for New Contacts
When a new contact is created inside of your CRM ✅
Create a Household and link that new contact to the Household⚡️
_____
When a new contact is created inside of your CRM, we can automatically create a household and link the contact to it, keeping your CRM structured without manual data entry.
Automate Your Work Inside the CRM⚡️
Streamline your internal processes and reduce manual work with CRM automation built for financial advisors. From triggering workflows and creating tasks to organizing new contacts into households, we connect the dots inside your CRM so your team can stay focused on clients, not clicking around the CRM.
Starter
For businesses that are new to the world of automations, offering up to 5 Zaps and integration with 2 Advisor Tech Platforms.
⏰ Delivery Time: 1 Week
$400
/ automation
⚡️ 1-4 Zaps
✅ 2 Advisor Tech Platforms
Advanced
For businesses with growing automation requirements, offering up to 10 Zaps and integration with 4 Advisor Tech Platforms.
⏰ Delivery Time: 3 Weeks
$350
/ automation
⚡️ 5-10 Zaps
✅ 4 Advisor Tech Platforms
Professional
For businesses ready for comprehensive automation, offering up to 20 Zaps and integration with 6 Advisor Tech Platforms.
⏰ Delivery Time: 1 Month
$300
/ automation
⚡️ 10+ Zaps
✅ 6 Advisor Tech Platforms
Zapier FAQs 👇
Our ZapPacks simplify your business operations by automating repetitive tasks between Advisor Tech platforms. This boosts efficiency, saves time, and lets you focus on delivering exceptional client service.
We’ll help you select the right ZapPack, define your automated workflows (Zaps), and identify the Advisor Tech platforms to connect. From there, we set up and test the automations to ensure your tools work seamlessly together.
We specialize in automating top Advisor Tech platforms like CRMs, portfolio management systems, financial planning software and many more. Examples include Redtail, Wealthbox, PreciseFP, etc. Check out the Advisor Tech we optimize here. 👈
ZapPacks are bundles of automated workflows (Zaps) tailored to your business, each connecting two Advisor Tech platforms. You select a package—Starter, Advanced, or Professional—based on the number of Zaps and platforms you need.
Example 1 - A Zap could automatically transfer new leads from your CRM to your marketing email system, saving you time and ensuring consistency.
Example 2 - When a client schedules an annual review through your scheduling software, a Zap can seamlessly transfer the details to your CRM calendar. This automation ensures the event is accurately titled, includes the appropriate location (in-person, phone, or virtual), links the client or prospect’s contact information to the meeting,and automatically launches your firm’s workflows!
Redtail and Wealthbox CRMs are widely-used tools for managing client relationships. Integrating these with platforms like Calendly, Mailchimp, or JotForm streamlines financial planning and improves client onboarding.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Schedule an Intro Meeting with us to discuss your goals and explore how our Zapier Automations can transform your RIA. Schedule here 👈
Custom Automations for Financial Advisors
We build custom automations tailored to your firm’s unique processes, connecting the tools you use every day with Wealthbox or Redtail CRM. Whether it is a one off workflow, a complex integration, or a time saving internal process, we design solutions that reduce manual work, support your other advisor tech software, and help your team operate more efficiently.
Starter
For businesses that are new to the world of automations, offering up to 5 Zaps and integration with 2 Advisor Tech Platforms.
⏰ Delivery Time: 1 Week
$400
/ automation
⚡️ 1-4 Zaps
✅ 2 Advisor Tech Platforms
Advanced
For businesses with growing automation requirements, offering up to 10 Zaps and integration with 4 Advisor Tech Platforms.
⏰ Delivery Time: 3 Weeks
$350
/ automation
⚡️ 5-10 Zaps
✅ 4 Advisor Tech Platforms
Professional
For businesses ready for comprehensive automation, offering up to 20 Zaps and integration with 6 Advisor Tech Platforms.
⏰ Delivery Time: 1 Month
$300
/ automation
⚡️ 10+ Zaps
✅ 6 Advisor Tech Platforms
Zapier FAQs 👇
Our ZapPacks simplify your business operations by automating repetitive tasks between Advisor Tech platforms. This boosts efficiency, saves time, and lets you focus on delivering exceptional client service.
We’ll help you select the right ZapPack, define your automated workflows (Zaps), and identify the Advisor Tech platforms to connect. From there, we set up and test the automations to ensure your tools work seamlessly together.
We specialize in automating top Advisor Tech platforms like CRMs, portfolio management systems, financial planning software and many more. Examples include Redtail, Wealthbox, PreciseFP, etc. Check out the Advisor Tech we optimize here. 👈
ZapPacks are bundles of automated workflows (Zaps) tailored to your business, each connecting two Advisor Tech platforms. You select a package—Starter, Advanced, or Professional—based on the number of Zaps and platforms you need.
Example 1 - A Zap could automatically transfer new leads from your CRM to your marketing email system, saving you time and ensuring consistency.
Example 2 - When a client schedules an annual review through your scheduling software, a Zap can seamlessly transfer the details to your CRM calendar. This automation ensures the event is accurately titled, includes the appropriate location (in-person, phone, or virtual), links the client or prospect’s contact information to the meeting,and automatically launches your firm’s workflows!
Redtail and Wealthbox CRMs are widely-used tools for managing client relationships. Integrating these with platforms like Calendly, Mailchimp, or JotForm streamlines financial planning and improves client onboarding.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Schedule an Intro Meeting with us to discuss your goals and explore how our Zapier Automations can transform your RIA. Schedule here 👈
Data Gathering Automations for Financial Advisors
We help financial advisors automate what happens after a form is filled out by connecting data gathering tools to Wealthbox or Redtail CRM to start workflows, create tasks, and log information without manual entry or delays.
Add New Leads to Drip Campaigns Automatically
Lead Fills out a Form ✅
Add the Lead to your Email Drip Campaign⚡️
_____
When a lead fills out a form with their information, we can automatically add them to your email marketing software's drip campaign. This ensures they begin receiving timely content from your firm without any manual input from your team.
Trigger CRM Actions from Client Form Submissions
Client Updates their Information through a Form ✅
Start a Workflow, Create a task, or Create a Note in your CRM⚡️
_____
When you send a client a form to update their information, we can automatically start a workflow, create a task, or create a note inside your CRM based on what they submit. Whether it is a quick address update or a detailed pre-review meeting form, your team gets the information where they need it, without extra steps.
Notify Your Team When Forms are Completed
Prospect or Client Updates their information through a Form ✅
Notify a Team Member to Review the Completed Form⚡️
_____
As soon as a client completes a form you have sent, we can instantly notify the right team member through your instant messaging platform. This helps your team stay responsive, informed, and ready to take action, without needing to monitor form responses manually.
Automate Your Prospect and Client Forms⚡️
Capture data and trigger actions instantly with form automation that connects seamlessly to your CRM and marketing systems. Whether it is a new prospect or an existing client, we use tools like PreciseFP, JotForm, or Typeform to update Wealthbox or Redtail, start workflows, launch campaigns, and alert your team, saving time and reducing manual follow-up.
Starter
For businesses that are new to the world of automations, offering up to 5 Zaps and integration with 2 Advisor Tech Platforms.
⏰ Delivery Time: 1 Week
$400
/ automation
⚡️ 1-4 Zaps
✅ 2 Advisor Tech Platforms
Advanced
For businesses with growing automation requirements, offering up to 10 Zaps and integration with 4 Advisor Tech Platforms.
⏰ Delivery Time: 3 Weeks
$350
/ automation
⚡️ 5-10 Zaps
✅ 4 Advisor Tech Platforms
Professional
For businesses ready for comprehensive automation, offering up to 20 Zaps and integration with 6 Advisor Tech Platforms.
⏰ Delivery Time: 1 Month
$300
/ automation
⚡️ 10+ Zaps
✅ 6 Advisor Tech Platforms
Zapier FAQs 👇
Our ZapPacks simplify your business operations by automating repetitive tasks between Advisor Tech platforms. This boosts efficiency, saves time, and lets you focus on delivering exceptional client service.
We’ll help you select the right ZapPack, define your automated workflows (Zaps), and identify the Advisor Tech platforms to connect. From there, we set up and test the automations to ensure your tools work seamlessly together.
We specialize in automating top Advisor Tech platforms like CRMs, portfolio management systems, financial planning software and many more. Examples include Redtail, Wealthbox, PreciseFP, etc. Check out the Advisor Tech we optimize here. 👈
ZapPacks are bundles of automated workflows (Zaps) tailored to your business, each connecting two Advisor Tech platforms. You select a package—Starter, Advanced, or Professional—based on the number of Zaps and platforms you need.
Example 1 - A Zap could automatically transfer new leads from your CRM to your marketing email system, saving you time and ensuring consistency.
Example 2 - When a client schedules an annual review through your scheduling software, a Zap can seamlessly transfer the details to your CRM calendar. This automation ensures the event is accurately titled, includes the appropriate location (in-person, phone, or virtual), links the client or prospect’s contact information to the meeting,and automatically launches your firm’s workflows!
Redtail and Wealthbox CRMs are widely-used tools for managing client relationships. Integrating these with platforms like Calendly, Mailchimp, or JotForm streamlines financial planning and improves client onboarding.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Schedule an Intro Meeting with us to discuss your goals and explore how our Zapier Automations can transform your RIA. Schedule here 👈
Email Automations for Financial Advisors
We help financial advisors automate client and prospect email communication using flexible automation triggers across your systems. By integrating your email platform with Wealthbox or Redtail CRM, we ensure the right messages are delivered from the right team member at the right time, keeping your communication consistent while saving your team hours of manual follow-up.
Automate Communication for Your New Clients
When Onboarding Workflow is Complete ✅
Automatically Send Emails from your Team Members to New Clients ⚡️
_____
When a client completes onboarding, we can automatically send personalized emails from the appropriate team member to welcome them, reinforce next steps, and maintain consistency across your client experience, all without anyone needing to hit send.
Send Follow-Up Emails After Client Meetings
30-Days After a Workflow Step is Complete ✅
Send a Follow-Up Email to Your Client⚡️
_____
Once a client meeting workflow is completed, we can automatically send a follow-up email 30 days later to check in and ensure everything discussed has been addressed. This helps your team stay proactive and engaged without adding extra tasks to their plate.
Send Confirmation Emails Automatically
When a Workflow Step or Task is Complete ✅
Send a Confirmation Email to Your Client⚡️
_____
When a Client’s information is updated or funds have been transferred to their account, we can automatically send a confirmation email as soon as the related workflow step or task is marked complete in your CRM. This keeps Clients informed and builds trust through timely, transparent communication without adding manual work for your team.
Automate Your Client Emails Without Lifting a Finger⚡️
Deliver the right message at the right time with automated emails that feel personal. Whether it's onboarding, follow-ups, or check-ins, we help you send timely communication from the right team member using workflows inside your CRM. No missed messages or no manual work. Just consistent client communication that runs in the background.
Starter
For businesses that are new to the world of automations, offering up to 5 Zaps and integration with 2 Advisor Tech Platforms.
⏰ Delivery Time: 1 Week
$400
/ automation
⚡️ 1-4 Zaps
✅ 2 Advisor Tech Platforms
Advanced
For businesses with growing automation requirements, offering up to 10 Zaps and integration with 4 Advisor Tech Platforms.
⏰ Delivery Time: 3 Weeks
$350
/ automation
⚡️ 5-10 Zaps
✅ 4 Advisor Tech Platforms
Professional
For businesses ready for comprehensive automation, offering up to 20 Zaps and integration with 6 Advisor Tech Platforms.
⏰ Delivery Time: 1 Month
$300
/ automation
⚡️ 10+ Zaps
✅ 6 Advisor Tech Platforms
Zapier FAQs 👇
Our ZapPacks simplify your business operations by automating repetitive tasks between Advisor Tech platforms. This boosts efficiency, saves time, and lets you focus on delivering exceptional client service.
We’ll help you select the right ZapPack, define your automated workflows (Zaps), and identify the Advisor Tech platforms to connect. From there, we set up and test the automations to ensure your tools work seamlessly together.
We specialize in automating top Advisor Tech platforms like CRMs, portfolio management systems, financial planning software and many more. Examples include Redtail, Wealthbox, PreciseFP, etc. Check out the Advisor Tech we optimize here. 👈
ZapPacks are bundles of automated workflows (Zaps) tailored to your business, each connecting two Advisor Tech platforms. You select a package—Starter, Advanced, or Professional—based on the number of Zaps and platforms you need.
Example 1 - A Zap could automatically transfer new leads from your CRM to your marketing email system, saving you time and ensuring consistency.
Example 2 - When a client schedules an annual review through your scheduling software, a Zap can seamlessly transfer the details to your CRM calendar. This automation ensures the event is accurately titled, includes the appropriate location (in-person, phone, or virtual), links the client or prospect’s contact information to the meeting,and automatically launches your firm’s workflows!
Redtail and Wealthbox CRMs are widely-used tools for managing client relationships. Integrating these with platforms like Calendly, Mailchimp, or JotForm streamlines financial planning and improves client onboarding.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Yes, we integrate compliance archiving tools to ensure your workflows align with regulatory requirements, providing seamless and secure record-keeping.
Schedule an Intro Meeting with us to discuss your goals and explore how our Zapier Automations can transform your RIA. Schedule here 👈
Learn How We'll Transform Your Financial Advisory Firm
Workflows, Processes, & Automations are on the horizon! Schedule an Intro Call to see if we're a good fit. 🤝