Courtney McKay
Automated Client Check-In Using Redtail CRM Saves Financial Advisor 10 Hours Per Month
Learn how automating client check-ins with Zapier saves this financial advisor up to 10 hours a month and enhances the client experience.
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Courtney McKay
Aug 135 min read
How a Lawyer Scaled Her Law Firm Without a Team
Discover how to scale without a team in this in-depth case study where a lawyer used scalable automations to grow her law firm effortlessly.
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Courtney McKay
Jun 254 min read
Live Example of a Sales Sequence using Zapier and Wealthbox CRM Workflows
How I helped a financial planner client eliminate manual follow-ups by designing a custom email sequence.
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Courtney McKay
Jun 116 min read
Adaptable Systems and Processes: Why They Are Key to Streamlining Your Business
Learn how you can avoid rigid, inflexible systems that limit business growth by incorporating adaptable processes instead.
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Courtney McKay
May 287 min read
Top 4 Client Experience Automations to Reclaim Your Time This Summer
Enjoy your well-deserved time-off this summer by automating these 4 client experience workflows.
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Courtney McKay
Apr 304 min read
CRM Workflow Automation: 3 Signs it’s Time to Stop Manually Managing Clients
3 telltale signs you've outgrown your makeshift solutions and need CRM workflow automation.
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Courtney McKay
Apr 304 min read
How Customer Experience Automation Benefits Solo Service Providers or Small Businesses
Customer experience automation isn't just for big companies - even solopreneurs can streamline operations.
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Courtney McKay
Apr 305 min read
4 Ways to Automate Client Communications to Save Time
Discover 4 simple yet powerful ways to automate and streamline your client communications without compromising service quality.
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Courtney McKay
Jan 296 min read
GPTs: How These Mini AI Chatbots Can Save Time and Boost Your Marketing Efforts
If you use ChatGPT, you might have heard about OpenAi's recently released custom GPTs. "GPTs" are like personalized mini-chatbots trained...
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Courtney McKay
Jun 8, 20233 min read
Single Source of Truth: The Secret to Maintainable Processes
Do you find yourself spending way too much time updating documents, templates, and other assets used in your processes? Are you trying to...
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Courtney McKay
May 31, 20234 min read
How I Automated My Client Experience For Free
If you’ve set up automations or funnels before, you're likely familiar with the challenge of finding tools for your tech stack without...
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Courtney McKay
May 23, 20233 min read
API or RPA - Which Solution is Better For Small Businesses?
Automation involves interacting with one or more applications to streamline processes. API and RPA are two common technologies used for...
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Courtney McKay
May 17, 20236 min read
Digital Automation Explained: How to Implement It for Business Success
In today's digital landscape, "automation" has become a buzz word for businesses. The term itself encompasses a wide range of topics and...
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