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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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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.

Courtney McKay
Jun 11, 20246 min read
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