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
Reaching every client on each holiday is a large job that repeats every year.
With it
Client outreach is sent for several holidays throughout the year, automatically.
Automations in this system
-
Holiday outreach
Sends client outreach for several holidays throughout the year.
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
S10
Birthdays and Firm Anniversaries
Personal touches that clients remember, sent 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.