System 02

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.

2 automationsLive in production
Book a call See all systems

What changes

Without it

The first 90 days shape how a new client feels about your firm, but checking in and asking for feedback is easy to forget.

With it

Every new client hears from you at their 90-day mark, by email, and by text if their mobile is verified. Their survey answers are saved to their CRM record, and they get a thank-you with a link to leave a review. Your team is alerted right away when a client says they'd be happy to introduce friends or family.

How it works

  1. A new client reaches 90 days

    Every morning the system finds new clients at their 90-day mark and cleans up their phone numbers.

  2. The check-in goes out

    Clients with a verified mobile get a text, everyone gets an email, and the outreach is logged in the CRM.

  3. The client completes the survey

    Their answers are saved to their CRM record, a thank-you email goes out with a link to leave a review, and your team gets a summary.

  4. Referral interest is flagged

    If the client says they'd be happy to introduce friends or family, your team is alerted right away with the client's contact details.

Automations in this system

  1. 90-day check-in

    Runs: every morningAsk about pricing

    Finds new clients at their 90-day mark, cleans up their phone numbers, texts clients with a verified mobile, emails everyone, and logs the outreach in the CRM.

  2. Survey responses and referral alerts

    Runs: when a client completes the surveyAsk about pricing

    Saves the client's answers to their CRM record, sends a thank-you email with a link to leave a review, and sends your team a summary. If the client says they'd be happy to introduce friends or family, it alerts your team right away with the client's contact details.

Built with

  • Salesforce
  • SurveyMonkey
  • Microsoft 365
  • Compliant client texting
  • 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

S01

Client Review Automation

Runs the entire annual client review cycle, from spotting who is due to the survey after the meeting.

9 automationsLive in production
  • Salesforce
  • Microsoft 365
  • Zapier
Ask about pricing

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.

Book a call See all systems
90-Day New Client Program Book a call