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
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
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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