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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.

Courtney McKay
Nov 20, 20244 min read
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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.

Courtney McKay
Aug 13, 20245 min read
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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.

Courtney McKay
Apr 30, 20244 min read
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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.

Courtney McKay
Apr 30, 20244 min read
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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.

Courtney McKay
Apr 30, 20245 min read
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