Appointment scheduling automation for financial advisory firms typically costs from $3,500 for basic integrations with your CRM and calendar, scaling upwards based on the complexity of your lead routing and advisor availability rules. Most projects are fixed-price, providing transparency on your total expenditure. Each engagement begins with a free systems audit to define the precise scope.
We conduct a deep dive into your current client acquisition, intake, and scheduling processes, identifying manual touchpoints and integration gaps across your CRM and calendar systems. This audit pinpoints where automation can most effectively streamline your operations and enhance the client experience.
Our team designs and configures your custom automation workflows, connecting your lead forms, CRM (e.g., Wealthbox), scheduling tool (e.g., Calendly for prospect calls), and advisor calendars. This includes setting up conditional routing rules for different advisor specialties or prospect types.
We integrate the new scheduling automation directly into your existing website and internal systems, providing your team with clear usage guidelines and training. We then monitor initial performance, ensuring seamless client booking experiences and accurate advisor calendar management.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit