(Pick Any 2 Meeting Types)
Includes:
System setup for any 2 meeting types
Custom folder system + templates
Google Slides agenda template
Visual flow built into RightCapital, eMoney, or Notion
2 meetings implemented for proof of concept
Loom walkthrough for reuse
(All 10 Meeting Types)
Includes:
Complete backend structure for 10 common meeting types
Reusable prep workflows
2 real meetings implemented
Ideal for advisors scaling meeting delivery to a team
Includes:
Fully executed prep
Delivered 24–48 hrs before each meeting
Agenda, visuals, internal notes
Stop scrambling before every client meeting. We create a structured internal system to prep for your recurring meetings — complete with agendas, workflows, templates, and SOPs for your assistant to handle prep independently.
Best For: Advisors doing custom prep every time with no repeatable flow.
Client follow-up doesn’t need to live in your inbox or memory. We’ll set up a trigger-based follow-up workflow — and optionally run it for you on a task-by-task basis.
Best For: Advisors with inconsistent client follow-through post-meeting.
(Pick Any 2 Meeting Types)
Includes:
Setup for any 2 meeting types
Notes-to-task SOP
Email + reminder templates
ClickUp/Fellow/SmartSuite workflow
2 follow-up examples implemented
(All 10 Meeting Types)
Includes:
Follow-up flows for 10 meeting types
Master follow-up board (Notion, Sheets, or CRM)
Task reminders + automation triggers
Includes:
Done-for-you follow-up from advisor notes
Email drafts, task assignment, client ping
Delivered in 24–48 hrs
Not sure what to delegate or hire for? We’ll audit your backend, map it visually, and categorize your tasks into “keep,” “systemize,” and “delegate.”
Best For: Advisors who know they need help but don’t know where to start.
(Pick Any 2 TaskTypes)
Includes:
Delegation map for 2 task categories
2–3 SOPs with Loom videos
ClickUp/Notion onboarding checklist
Includes:
Full backend blueprint (5 layers)
Visual ClickUp/Notion system
SOP framework + task ownership guide
Delegation phases by firm growth stage
Includes:
Map or doc refresh
Task audit + team implementation plan
Training your first hire shouldn’t require weeks of hand-holding. We build the onboarding playbook — from sample tasks to phased handoff timelines.
Best For: Advisors hiring a paraplanner/CSA and want structured onboarding.
(Pick Any 2 TaskTypes)
Includes:
Delegation map for 2 task categories
2–3 SOPs with Loom videos
ClickUp/Notion onboarding checklist
Price: $650 (one-time)
Includes:
Delegation framework across 10+ areas
SOP library + master tracker
Custom onboarding planner
Includes:
New SOP builds or Looms for any new task
Delivery within 3–5 days
We build the full system (templates, SOPs, trackers), walk you through it, and execute 2 real examples to prove it works. Then your team runs it internally.
One-time payment
Yours to keep and reuse
Ideal for advisors who want ownership without commitment
Once setup is done, we execute the system for you — meeting prep, follow-ups, onboarding steps — case-by-case, at a fixed per-task rate.
Pay-per-deliverable
No long-term lock-in
Great way to test before retainer
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