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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 25, 20244 min read
Live Example of a Sales Sequence using Zapier and Wealthbox CRM Workflows
How I helped a financial planner client eliminate manual follow-ups by designing a custom email sequence.
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Courtney McKay
Apr 30, 20244 min read
CRM Workflow Automation: 3 Signs it’s Time to Stop Manually Managing Clients
3 telltale signs you've outgrown your makeshift solutions and need CRM workflow automation.
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