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.
Starter
For businesses looking to streamline multiple processes across various operational areas.
$1,500
1-3 Workflows for:
🤝 Prospecting/Onboarding
or
📅 Client Meeting
or
📋 Account Servicing
Advanced
For businesses needing a limited set of workflows to kickstart their operations.
$3,000
4-10 Workflows for:
🤝 Prospecting/Onboarding
or
📅 Client Meeting
or
📋 Account Servicing
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:
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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.
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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.
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Launch: We activate all automated scheduling features, allowing clients to book their meetings effortlessly.
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Post-Launch Support: We stay on board for one month after launch to refine the system, troubleshoot any issues, and ensure everything runs smoothly.
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Pricing is based on the number of people on your team:
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Basic Package (1-3 team members): $6,500
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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.
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Schedule a consultation with us to explore your service model automation needs and discover how we can enhance your operations. Schedule here 👈