Sound familiar?
What financial advisors and wealth managers tell us before a project starts.
- Onboarding a new household means a dozen emails and a folder I build by hand.
- After every meeting I owe the client a summary and three tasks, and I do them at night.
- I know I should call clients on their review date, but the reminders live in three places.
- Prospects come from referrals and a seminar, and nobody tracks who was followed up.
- My CRM and my calendar disagree about when the next meeting is.
What we build
Each one is a working piece you can open and check when it's done.
Client onboarding checklist
A new household triggers the intake form, the document requests, the folder and the first-meeting invite in one go, with a reminder to the client until the paperwork is back.
n8n, Make and Zapier automation API integrations and data syncMeeting prep and follow-up
Before a review, a one-page summary of the household from your CRM. After it, your notes become tasks and a draft follow-up email for you to check and send.
CRM setup and lead pipelines n8n, Make and Zapier automationReview and anniversary reminders
Annual reviews, birthdays and life-event dates tracked in the CRM, with reminders to you and an optional note to the client.
CRM setup and lead pipelinesProspect follow-up
Seminar sign-ups, referrals and web inquiries land in one pipeline with an owner and a polite follow-up sequence that stops when they book.
GoHighLevel setup Booking and scheduling systemsNewsletter and client lists
Client segments kept in sync between the CRM and your email tool, so the right people get the right note and unsubscribes are respected.
API integrations and data syncPractice dashboard
Meetings held, new households, open tasks and service-model coverage by advisor, on one page the practice reviews weekly.
Dashboards and reportingFinancial advisors software we work with: Redtail, Wealthbox, Orion, Salesforce, DocuSign.
And the general tools around it: HubSpot, Google Sheets, Calendly, Mailchimp, Outlook, Zapier, Make, n8n.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
New household onboarding
Example: a solo advisor wants a signed engagement to start a checklist: intake form sent, document requests tracked, a client folder created and the first meeting booked.
CRM workflow, forms, Google DriveExample project
Post-meeting follow-up
Example: after each review, the advisor types five lines of notes. They become CRM tasks and a draft email with next steps, which the advisor edits before sending.
CRM, email templates, task automationExample project
Review-date reminders
Example: a small practice tracks each client's review month. A weekly list shows who is due, who has no meeting booked, and sends a scheduling link to those who do not.
CRM export, Google Sheets, a scheduling linkQuestions people ask first
Do we have to change CRMs?
No. Most of the work is connecting the CRM you already use to the calendar, email and forms around it. If it cannot do what you need, we say so in the scope.
What about client account data?
Account and portfolio data stay in the systems set up for them. We work with the contact, task and scheduling side, and agree in writing exactly which fields move.
Who owns what you build?
You do. It is built in your own accounts, and you get notes on how it works so your team can change it without us.
How do we start?
Tell us which tools you use and the one thing that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com