Annual Review Meeting Auto-Scheduling
A done-for-you professional services automation built for the Financial Advisor, connecting Twilio, Calendly, and Mailchimp so the work below happens on its own.
What this automation does, step by step
As a client's required annual review date approaches, they automatically receive a prompt with a direct link to schedule the meeting themselves, rather than staff having to reach out individually to every client on the book to coordinate a date.
Clients who don't respond within a set window automatically receive a second reminder, and any client still unscheduled two weeks out is flagged for a personal call, ensuring every required annual review actually happens on time instead of quietly slipping to whenever the client happens to remember or the advisor happens to notice the gap.
- Calendly (self-scheduling)
- Zapier or Make.com
- Mailchimp or email
- Twilio (72-hour accountability check-in)
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
The manual approach means a financial advisor handles each case reactively, after someone has already noticed something went wrong. It's the kind of work that quietly eats hours every week.
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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