Service Tier Review Automation
A done-for-you professional services automation built for the Practice Manager, connecting Airtable and Google Sheets so the work below happens on its own.
What this automation does, step by step
The automation periodically reviews client accounts against service tier criteria, assets under management, engagement complexity, and flags candidates for a tier upgrade or a review conversation, instead of the practice manager relying on someone remembering to periodically audit the client list by hand.
Clients who've genuinely outgrown their current tier get identified automatically instead of quietly staying underserved or underpriced for years, and the firm captures revenue and service alignment opportunities that a purely manual review process would routinely miss.
- A CRM
- Zapier or Make.com
- 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 practice manager has to notice problems after they've already happened, then scramble to fix them manually one at a time. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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