S02
90-Day New Client Program
Every new client gets a check-in at 90 days and a chance to share feedback, and happy clients turn into referral opportunities.
- Salesforce
- SurveyMonkey
- Zapier
What changes
Without it
Birthday wishes and anniversary notes matter to clients, but they're hard to keep up with across a whole client base.
With it
Each client gets a birthday message, client birthday gifts are handled, and each client's anniversary with your firm is recognized, automatically.
Automations in this system
-
Birthday outreach
Sends each client a birthday message.
-
Birthday gifts
Handles client birthday gifts.
-
Firm anniversary
Recognizes each client's anniversary with your firm.
Built with
- Salesforce
- Zapier
Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Related systems
S06
AI Google Review Replies
Every Google review gets a thoughtful reply, without the manual work.
- Google Business Profile
- AI
- Zapier
S11
Holiday Outreach
Reach every client on the holidays that matter, automatically.
- Salesforce
- Zapier
Want to see what we'd automate
first in your practice?
Start with a CRM and operations audit, or bring the one process that slows your office down.