Advisor Book-of-Business Handoff Workflow
A done-for-you professional services automation built for the Operations Manager, connecting Slack and Mailchimp so the work below happens on its own.
What this automation does, step by step
When an advisor transitions roles or leaves the firm, the automation automatically triggers the client handoff communication and reassignment workflow to the new advisor, instead of the operations manager manually reassigning dozens or hundreds of client relationships one at a time while also drafting individual transition letters.
Every affected client automatically receives a warm, professional introduction to their new advisor at the same time the internal reassignment happens, and a transition that used to take weeks and risk client attrition along the way now happens smoothly within days.
- A CRM
- Zapier or Make.com
- Mailchimp or email
- Slack (internal deadline alerts)
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
Without automation, an operations manager has to notice problems after they've already happened, then scramble to fix them manually one at a time.
With this automation
- Low-stock and reorder alerts before you run out
- Vendor and subcontractor confirmations that chase themselves
- Preventive maintenance scheduled by usage or date
- Work orders and project milestones that update stakeholders
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