Compass Financial
Compass Financial – Zapier-Powered Client Lifecycle Automation
AI Development
Project Overview
Sophisticated Zapier automation connecting CRM, scheduling, and communication platforms for fee-only financial advisory firm.
Key Features
Automated Prospect Qualification
Assess asset range and retirement timeline from inquiries.
Discovery Call Automation
Connect Calendly to CRM with pre-meeting questionnaires.
Client Onboarding Pipeline
Manage from signed agreement through portfolio implementation.
Annual Review Scheduler
Initiate quarterly and annual review workflows.
Educational Content Drip
Deliver retirement planning guides on timed schedule.
Reputation & Referral Automation
Post-engagement review requests and referral triggers.
Quick Facts
Client:Compass Financial – Zapier-Powered Client Lifecycle Automation
Industry:AI Development
Type:—
Technical Implementation
Zapier Multi-Step Workflows
Conditional paths and delay steps for client lifecycle.
Lead Capture & Qualification
Filter logic for asset range and retirement timeline.
CRM & Scheduling Sync
Wealthbox CRM with Calendly integration.
Communication Orchestration
Twilio SMS, ActiveCampaign, and Google Calendar.
Compliance & Reporting
Sync for audit trails and fiduciary reporting.
Technologies & Tools
Our carefully selected technology stack ensures optimal performance, scalability, and maintainability.
Development Tools
Zapier Task HistoryZapier Error HandlingGoogle Sheets ReportingWealthbox CRM Analytics
Marketing & Communication Automation
Twilio SMS Follow-UpsActiveCampaign Email SequencesGoogle Review AutomationRetirement Guide Delivery
Automation & Integration Tools
Zapier Multi-Step ZapsZapier PathsZapier FiltersZapier Delay StepsZapier Schedule TriggersZapier DigestZapier Sub-ZapsZapier Webhooks
connectedApps
Wealthbox CRMCalendlyGoogle Business ProfileTwilio SMSActiveCampaignGoogle CalendarGoogle SheetsTypeform
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