Focused Directions - Beyond Email: Modern Client Communication + Client Portal Case Study
Stop using email to manage client workflows. See what modern clients expect and how a boutique advisory firm used a client portal to cut follow-ups and scale.
From Excel to Airtable: Streamlining Mortgage Expiry Follow-ups
TABLE OF CONTENTS
A Glasgow-based mortgage broker needed a better way to track and notify clients about their expiring mortgage products. With over 32,000 client records, manually tracking renewal dates in Excel spreadsheets was becoming unsustainable.
"My business previously had rows and rows of people," explains Derek, the firm owner. "I'm trying to manage this retention but keep it as automated and efficient as possible."
The Solution
Working with automation specialists, the firm:
- Moved client data from Excel to Airtable
- Set up automated email triggers at 180, 150, 120, and 90 days before product expiry
- Created a system to track client responses
Key Outcomes
- Eliminated manual tracking of expiry dates
- Established consistent client communications
- Created foundation for future SMS and chatbot integration
"I'm a convert to this type of technology," shares Derek. "Even if they cost $10 or $20,000 over a period, it's still cheaper than having people."
That's really all we need - it captures the specific problem solved, the solution implemented, and the client's perspective, without overselling or over-elaborating. Would you like me to adjust anything in this shorter version?
Need support setting this up? We can help!
Unlock the full potential of your blog with our expert guidance on integrating apps like WordPress and Google Analytics. Let us help you streamline your setup—book a call with us today!
Related Posts
Crawl, Walk, Run: The Smart Way to Start Automation Projects
Learn the crawl-walk-run methodology for automation projects. Discover why starting simple beats building the perfect system, with real consulting examples from 400+ implementations.
Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion
Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.
