I’ve always been a firm believer in working smarter, not harder.
After all, you want to spend your time providing top-notch financial advice and growing your business—not doing repetitive tasks.
With HubSpot’s workflow automation, you can accomplish the following:
- Create automated email campaigns
- Set up email templates for easy communication
- Automate lead nurturing processes
- Send follow-up emails after meetings or appointments
- Trigger tasks & reminders for yourself or your team
This feature is a game-changer for financial advisors looking to save time and streamline their workflow.
HubSpot lets beginners hit the ground running with powerful pre-made automation templates (shown below).
These templates essentially eliminate the barrier to entry, making it easy for anyone to get started with effective automation.
If you want to create advanced custom automation, HubSpot offers a streamlined automation creation interface.
You can connect triggers, actions, and conditions to make your automation as simple or complex as possible.
Here’s how this feature looks midway through the creation process.
The bottom line: HubSpot’s automation capabilities are unmatched and can help you take your financial advising business to the next level.
Sit back and watch the magic happen while you focus on what matters—providing top-notch financial advice.
