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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


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


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


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


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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