Client Meeting Prep Packet Automation
A done-for-you professional services automation built for the Financial Advisor, connecting Airtable, Google Sheets, and Google Calendar so the work below happens on its own.
What this automation does, step by step
Ahead of a scheduled client meeting, the automation automatically compiles a prep packet, an account summary, a suggested agenda, any open items from the last touchpoint, so the financial advisor walks in fully prepared instead of pulling account data and reconstructing open items from memory in the ten minutes before the meeting starts.
Every meeting starts from a consistent, complete picture regardless of how busy the week has been, and clients notice the difference when their advisor clearly already knows exactly where things stand instead of needing the client to catch them up first.
- A CRM
- Zapier or Make.com
- Google Calendar
- Google Sheets or Airtable (return status dashboard)
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, a financial advisor has to notice problems after they've already happened, then scramble to fix them manually one at a time. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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