Includes:
• Complete system build for recurring meetings
• Folder structure, SOPs, reusable templates
• Google Slides template + custom visual workflow
• Loom walkthrough of system usage
Includes:
• Fully executed prep for each meeting
• Delivered 24–48 hrs in advance
• Custom visuals, agendas, summaries, internal prep notes
• Works as a single source of truth across meetings
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 who prep custom content before every meeting and need a consistent, repeatable system.
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 or manual follow-through after meetings.
Includes:
• Follow-up system design
• Email + task delegation SOP
• Notes-to-task setup and workflow trigger
• Visual templates and walkthrough
• 2 follow-up examples fully built and delivered
Includes:
• Fully executed follow-up based on advisor notes
• Drafted emails, task assignment, and client reminders
• Delivered within 24–48 hours
Feeling stuck with messy ops and unclear roles? We’ll map your backend visually, uncover inefficiencies, and break down exactly what to systemize, delegate, or hire for.
Best For: Advisors who know they need backend help and want clarity before hiring or investing in systems.
Includes:
• Deep-dive Zoom call (60–90 mins) to understand your firm’s current structure, tools, and workflows
• Custom tech + team recommendations tailored to your capacity and budget (if required)
• Visual backend map covering your current operations and ideal future backend structure
Explore our ongoing Admin & Paraplanning Support for implementation or monthly support.
Hiring your first ops support or paraplanner? Don’t reinvent the wheel.
We’ll build your delegation playbook from scratch with mapped-out SOPs, sample tasks, and onboarding walkthroughs so you can hand things off with clarity and confidence.
Best For: Advisors hiring a paraplanner/CSA and want structured onboarding.
Includes:
• Delegation map based on your backend
• Custom SOPs with Loom walkthroughs
• Onboarding checklist
• Internal training workflows to reduce hand-holding
Explore our ongoing Admin & Paraplanning Support for implementation or monthly support.
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
🔒 We follow industry best practices in data security and confidentiality. Our team is trained to work with sensitive client information responsibly, with strong internal controls and secure systems.
About Our Data Security Measures
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