Webinars
Starting the week already caught up
Monday mornings usually start with catching up. This session is about getting ahead of that instead.
What to expect
In this recording, Gabe walks through seven workflows built to get your week organized before you log in on Monday: the daily brief that lands before your first meeting, inbox triage and email replies for everything that came in Friday afternoon and Monday morning, follow-ups Quin sends when a client hasn't responded, and outreach tied to birthdays, financial planning milestones, and clients you haven't heard from in a while. If Monday mornings usually start with sorting through a backlog, this is the session that shows you how to skip that part.
What we cover
- The daily brief: how Quin pulls meeting prep, open tasks, birthdays, and planning milestones into one email before your first meeting
- Email triage and email replies: how Quin sorts what came in Friday afternoon and Monday morning and drafts responses ready for your review
- Email follow-ups: how Quin checks back in seven days after a client hasn't responded to a request
- Client life events and financial planning milestones: drafting outreach for birthdays, anniversaries, and ages like 50, 60, and 62
- The Thinking of You workflow: reaching out to clients and prospects you haven't heard from in a while, with a real reason to write
- Live Q&A on which workflows to start with first and how to preview one before turning it on
