Growth Package · 📊 Financial Advisor & RIA Automation

RIA Practice Growth

Full practice operations: inquiry to CRM with a Slack alert, no-reply follow-up chains, onboarding documents for e-signature, quarterly report delivery, billing reminders, and referral tracking. For RIAs and advisors managing 80 to 200+ households.

$997
one-time · yours forever · no subscription
Growth Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automations
tested & documented
0
Integrations
pre-mapped for you
0m
Min setup (avg)
guided, per automation
0
Platforms
n8n · Make · Zapier · …

Every integration in this package

10 apps, wired to each other — credentials, field mappings, and connection steps included in your setup guide.

DocuSign
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
QuickBooks
Slack
Stripe
Twilio

The old way vs. the RIA Practice Growth way

What this package actually changes about your week — in plain language.

The old way
Prospects go cold between calls

A prospect fills a form at 9pm, hears nothing until Thursday — and books with whoever answered first.

With this package
Instant, compliant first response

Every prospect gets an acknowledgment and a booking link within minutes — and lands in Redtail with the source intact.

The old way
Onboarding scattered across email

KYC docs, engagement letters, account forms — chased one attachment at a time, with compliance reading over your shoulder.

With this package
Document flows that sign themselves

E-signature triggers move engagement letters and onboarding packets forward without a single 'just following up' email.

The old way
Activity logging as after-hours work

Notes written from memory at 7pm. Missing touchpoints are a liability, not just untidy.

With this package
A trail that writes itself

Scheduled reporting and automated activity logging keep the record complete — for reviews, audits, and your own memory.

What this package gives you

Every automation here exists to solve a real problem in your financial advisor & ria automation business — here's what you actually get.

Speed-to-lead in minutes

Every prospect gets a personal acknowledgment and booking link within minutes, 24/7.

Compliant onboarding flows

E-signature moves engagement letters and KYC docs forward without compliance gaps.

Automated activity logging

Every touchpoint is recorded automatically — audit-ready without after-hours work.

Quarterly reporting on schedule

Scheduled reports deliver themselves — clients stay informed without manual effort.

Referral tracking

Referral sources are captured and thanked automatically — grow your book through existing clients.

Churn detection

Activity patterns flag at-risk clients before they leave — intervene early.

Inside the package — every automation, described

Each workflow is tested, documented, and delivered with a step-by-step setup guide. Nothing here is a stub or a wishlist — these are the exact automations you receive.

Lead Capture & Instant Response

Intermediate

Webform submission → create/update CRM contact → send instant email + SMS response within 60 seconds. The foundational template used by 6 of 10 verticals.

Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreach
  • Receives form submissions or data via webhook
  • Creates or updates the contact in your CRM
  • Sends an automated email notification
  • Sends an SMS notification
≈ 20 min guided setup4 nodesWebhook · HubSpot · Twilio · Gmail

Customer Onboarding Sequence

Intermediate

Multi-step onboarding triggered by payment/checkout completion: welcome email, account setup, resource delivery, intro call scheduling, and team notification.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Receives form submissions or data via webhook
  • Processes or retries payment
  • Creates or updates the contact in your CRM
  • Sends an automated email notification
  • Schedules follow-up actions
≈ 45 min guided setup7 nodesWebhook · Code · Slack · HubSpot · Gmail

E-Signature Trigger & Document Flow

Intermediate

Automates document signing workflow: sends document for e-signature, tracks status, triggers follow-up actions upon completion (CRM update, email confirmation, file storage, task creation).

Saves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages document collection or requests
  • Manages electronic signature workflows
  • Triggered by Monitor Signature Status (Poll/Event)
  • Performs: Check if All Signed
≈ 90 min guided setup10 nodesWebhook · Code · Slack · HubSpot · Gmail

Scheduled Stakeholder Reporting

Intermediate

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, HubSpot with one-time pricing and no subscription.

Saves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billingIncreases reviews by 30-50%
  • Runs on a scheduled basis to check for updates
  • Performs: Compute Report Period (start / end)
  • Requests a customer review
  • Generates and sends an invoice
  • Performs: Roll Up Period Totals
≈ 45 min guided setup8 nodesScheduler · Code · HubSpot · Gmail

Payment Dunning & Recovery Sequence

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingSaves ~4-8 hours/week on billing
  • Receives form submissions or data via webhook
  • Generates and sends an invoice
  • Processes or retries payment
  • Sends a payment recovery email
  • Sends an SMS notification
≈ 90 min guided setup10 nodesWebhook · Code · Scheduler · Slack · HubSpot +3

Appointment Reminder Sequence

Intermediate

Multi-channel appointment reminders sent at configurable intervals (24h, 2h, 15min before) via SMS and email. Reduces no-shows by 25-30%.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Upcoming Appointments
  • Evaluates conditions to determine next steps
  • Sends an SMS reminder
  • Sends a reminder email
≈ 90 min guided setup10 nodesScheduler · Filter · HubSpot · Twilio · Gmail

Referral Program Automation

Intermediate

Automates the full referral lifecycle: referral link generation, tracking, commission calculation, reward fulfillment, and referrer/recipient notifications.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages referral program tracking
  • Sends an automated email notification
  • Sends a reward notification when earned
  • Evaluates conditions to determine next steps
≈ 45 min guided setup8 nodesWebhook · Code · HubSpot · Stripe · Gmail

Time and money this package gives back

Savings claims come straight from these templates — the same numbers on their data sheets.

Time saved
6-10 hrs/week
No more manually logging activity, chasing documents, or writing follow-ups.
Speed-to-lead
Under 10 minutes
Every prospect gets an instant response — first mover wins the client.
Onboarding speed
2 days → 2 hours
E-sign flows replace email attachment ping-pong.
Client retention
5-15% improvement
Automated touchpoints keep clients engaged and reduce silent churn.
Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreachSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed paymentsSaves ~4-8 hours/week on billingIncreases reviews by 30-50%

Your time, back — worth what you pay yourself

Set the hours Growth takes off your plate every week and your hourly rate. No email required — the math happens right here.

Estimates based on the inputs above — not a guarantee. A conservative view of automation, not a promise.

Saved per year
$10,920
$210/week · $910/month
Pays for itself in
~34 days
$997 package ÷ $30/day saved

Exactly what you get

Growth Package — RIA Practice Growth

7 pre-built workflows as import-ready n8n or Make JSON, CRM integration, a written setup guide, and a 30-minute onboarding call.

$997
one-time
7 automations, delivered import-ready with setup guides
10 integrations pre-mapped (DocuSign, Gmail, Google Calendar, Google Drive, +6 more)
90-day warranty — free fixes if it breaks
You own it forever. No subscriptions required.
Delivered within 24 hours of purchase
Secure Stripe checkout · invoices included
Works on all five platforms
n8nimport-ready JSON
Makeimport-ready blueprint
PabblyJSON workflow file
Power AutomateJSON workflow file
Zapierwhite-label guided setup

Priority support · 48h response SLA

Optional monitoring & cron uptime: $149/mo after purchase (cancel anytime)

AI Layer add-on available at checkout (one-time)

Get Growth — $997 Customize
Starter
$147
1 automation · 6 integrations
View Starter →
GrowthYou're viewing
$997
7 automations · 10 integrations
Scale
$2,497
11 automations · 10 integrations
View Scale →

Compare all three packages side by side →

How it works

1
Install
Connect your intake forms, calendar, and document management tools.
2
Configure
Set up KYC workflows, compliance tracking, and report delivery schedules.
3
Test
Run a mock client onboarding to verify document collection and scheduling.
4
Go Live
Onboard clients faster while staying compliant automatically.

What financial advisor & ria automation teams say

“Speed-to-lead was our weak spot. Now every form fill gets a reply in minutes — we stopped losing prospects to voicemail.”
Greg H. · RIA Principal, Cedar Ridge Wealth
“Onboarding used to eat two days of email. The e-sign flow does it while I'm in meetings.”
Nina P. · Independent Financial Advisor

Frequently asked questions

How does KYC document collection work?▼

New clients receive an automated checklist of required documents. The system tracks submissions, sends reminders, and alerts you when onboarding is complete.

Is this compliant with financial regulations?▼

Yes. All data is encrypted at rest and in transit. The system supports audit logging and document retention policies required by SEC and FINRA.

Can I send quarterly reports automatically?▼

Yes. Connect your reporting tool and the system will generate, personalize, and deliver reports on your schedule.

Does it work with my CRM?▼

We integrate with Redtail, Wealthbox, Salesforce, and more. Custom custodian integrations are available on the Scale plan.

Ready for the Growth Package?

Prospect follow-up, client onboarding, and compliance-friendly logging for advisors.

$997one-time
Get Started Need something custom? Request a Build

Delivered within 24 hours · 90-day warranty · yours forever

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