Annual Review Auto-Scheduling System
A done-for-you financial services automation built for the Wealth Manager, connecting Twilio, Calendly, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Every client account is tagged with the date of its last annual review, and 11 months after that date the client automatically receives an email invitation to book the next review directly on the wealth manager's calendar.
If the client hasn't booked within 10 days, a follow-up text goes out, and if there's still no response after 30 days, the wealth manager gets an internal alert flagging the account as overdue for outreach by phone.
Clients approaching a policy or account anniversary are automatically bundled into the same outreach so the review conversation can also cover any renewal or rebalancing decision that's coming due.
Annual reviews that used to slip to 18 or even 24 months between meetings now happen reliably on schedule, protecting both the client relationship and the recurring revenue tied to it.
- Zapier or Make.com
- Redtail CRM or Wealthbox
- Calendly (review booking)
- Twilio (SMS follow-up)
- Mailchimp or email (invitation sequence)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a wealth manager has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Multi-touch reminders that measurably reduce no-shows
- Waitlists that backfill cancellations automatically
- Self-scheduling with instant confirmations
- Dispatch and on-my-way updates sent to the right people
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