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Courtney McKay
Nov 20, 20244 min read
Automated Client Check-In Using Redtail CRM Saves Financial Advisor 10 Hours Per Month
Learn how automating client check-ins with Zapier saves this financial advisor up to 10 hours a month and enhances the client experience.
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Courtney McKay
Aug 13, 20245 min read
How a Lawyer Scaled Her Law Firm Without a Team
Discover how to scale without a team in this in-depth case study where a lawyer used scalable automations to grow her law firm effortlessly.
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Courtney McKay
Jun 11, 20246 min read
Adaptable Systems and Processes: Why They Are Key to Streamlining Your Business
Learn how you can avoid rigid, inflexible systems that limit business growth by incorporating adaptable processes instead.
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