Staying in touch at scale

The advisors who stand out aren't always the ones who know the most — they're the ones who show up consistently. This session is about how Quin helps you stay in touch with clients and prospects at scale without it feeling automated. Life events, milestones, follow-ups, and the workflows that make it easy to never let a relationship go cold. 30 minutes with Q&A at the end.

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• Intro (2 min)
• The relationship problem at scale (5 min)
• Life event and milestone workflows (8 min)
• The Thinking of You workflow (6 min)
• Building your own outreach workflow (6 min)
• Live Q&A (5 min)