Overview
Financial Planners Leverage Zapier to Save Time and MoneyZapier |
Finance & Insurance | |
Sales & Marketing | |
Time Sensitive Networking | |
Operational Impact
The use of Zapier has significantly improved the operational efficiency of Quarry Hill Advisors. The automation of tasks has eliminated the need for manual data entry, freeing up time for the team to focus on their core tasks. The firm no longer needs to remember to send emails or look up prospect's email addresses, as these tasks are now automated. The drafted emails are ready to be personalized and sent, adding a personal touch to their communication. The firm has also seen an increase in their newsletter list, which grows bigger every day without any manual intervention. The investment of time on the frontend to create or automate tasks has yielded incredible time savings in the future. | |
Quantitative Benefit
Saved at least one hour per week, equating to a saving of $200 per week considering their billing rate | |
Automated contact creation, email list building, and introduction email sending, eliminating manual data entry | |
Gained a full work-week back every year, plus a little extra | |