Post-Life-Event Check-In Survey
A done-for-you professional services automation built for the Financial Advisor, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
After a major transaction such as a home purchase, a retirement, or an inheritance, the client automatically receives a check-in survey designed to surface additional service needs that a financial advisor might not otherwise hear about until months later in casual conversation.
A new inheritance often means a need for updated estate planning, a home purchase often means a need for updated insurance, and catching that need right after the life event happens, while it's genuinely top of mind for the client, turns a routine check-in into a natural, well-timed service conversation.
- A CRM
- Zapier or Make.com
- Typeform or a survey tool
- Mailchimp or email
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
Left unautomated, a financial advisor spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. It's the kind of work that quietly eats hours every week.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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