GReminders Implementation

What is GReminders?

GReminders provides end-to-end management of meeting cycles.

Automated Scheduling that eliminates the manual back and forth
- Allow your Customers to Book Meetings directly with you
- Integrates with your Existing Calendars
- Team Scheduling / Round Robin
- Recurring Appointments
- Works how You Work. No Change Management.
- Works with Zoom, Microsoft Teams, Google Meet, GoToMeeting, Webex, Skype, etc…
- One-Off Meetings
- Your Brand, Embed on your Website
- Native Integration with your CRM
- Automatic Routing to Contact Owner/Servicing Advisor
Create and Manage Reminders: Set up reminders for tasks, appointments, and important dates, including client meetings.
Automated Client Meeting Scheduling: Easily schedule client meetings with automated reminders and calendar integrations.
Recurring Meeting Reminders: Set recurring reminders for regular client check-ins or follow-ups.
Meeting Preparation Alerts: Receive proactive notifications to prepare for upcoming client meetings.
Automatic Follow-up Reminders: Schedule follow-up reminders after meetings to ensure timely client engagement.
Integration with Video Conferencing: Link reminders directly to virtual meeting links (Zoom, Teams, etc.).
Client Contact Tracking: Keep track of client contact details and history within reminders.
Pre-Meeting Checklist: Create checklists for client meetings to ensure all necessary topics are covered.
Customizable Meeting Alerts: Tailor reminders with specific instructions or agendas for each client meeting.
Smart Notifications: Get timely alerts based on meeting time, location, or client status.
Sync with Client Calendars: Seamless integration with clients’ calendars (if shared) for better scheduling.
Automated Reminders for Follow-Ups: Set automatic reminders for post-meeting follow-ups or next steps.
Multi-Device Access: Manage and view client meeting reminders from any device.
Secure Client Data Handling: Protect sensitive client information within reminders.
Integration with CRM & Productivity Tools: Connect with CRM systems or other tools to streamline client meeting workflows.

What is the process?

1. Define Your "North Star"

Advisor Digital meets with you to understand your firm’s strategy and goals, then incorporates appropriate best practices to define your firm’s “North Star,” your ideal firm. Following this meeting, we will document your “North Star” and provide it to you for your review and confirmation.

2. Understand Your Current State

We audit your organization, processes, systems, tools, and technology to identify strengths, weaknesses, opportunities, and threats.

3. Define Your Roadmap

Advisor Digital analyzes the gaps between the Current State and your “North Star” and develops a plan of action to close the gaps.

At the end of this process, we will meet to review your “North Star,” provide our feedback on your Current State, present our recommended Roadmap, and determine next steps.

We will include a proposal with options to engage Advisor Digital to design, implement, and manage components of your Roadmap, including training and adoption support.

What benefits does GReminders provide?

GReminders offers compelling benefits that enhance efficiency and client service:

Significant Time Savings: Automating appointment reminders, follow-ups, and client communications reduces the time spent on manual outreach. This allows advisors to focus more on strategic activities rather than administrative tasks.
Improved Client Engagement: Timely, automated reminders help ensure clients stay on track with meetings, documents, and deadlines, leading to higher engagement and satisfaction.
Reduced No-Shows and Cancellations: By sending consistent reminders, GReminders minimizes missed appointments, saving time and resources that would otherwise be spent rescheduling or dealing with gaps in the schedule.
Enhanced Organization: With automated workflows, advisors can better manage their schedules, track communications, and ensure no client interactions fall through the cracks.
Personalized Communication: GReminders allows for tailored messages, fostering stronger client relationships and a more personalized service experience.
Compliance and Documentation: Automated reminders can also serve as documented communication, supporting compliance and record-keeping requirements.

Overall, GReminders streamlines communication, saves valuable time, increases operational efficiency, and enhances the client experience.

Why Advisor Digital?

$3,600 as a stand-alone project* or included as the first project in a Managed Services Agreement.

*If you later decide to engage Advisor Digital with a Managed Services Agreement, this fee will be applied to that agreement.

What does it cost?