Macdev Financial Case Study

Watch & Learn How MacDev Financial Is Now Scaling Their Business With Small Business Automation!

With 70% Clients Now Pre-booking Appointments Online, Office Staff Can Do More!

Company: Macdev Financial
Business Niche: Personal and business life insurance plans
Size: 10 Employees

The Challenge: To spend less time chasing down clients to rebook every 6-months

  • Admin trying to follow up with 2-40 clients per week ( phone/email) trying schedule a upcoming review with their advisor
  • Scheduling a time that works for both the client and the advisor is a nightmare
  • Client cancellations not getting rebooked!
  • Not enough time to follow-up in enough time
  • “It feels like your bailing out water every day”
  • What happens if client can’t now but can meet next time…

The Solution: Let automation do the hard work and follow-up every 6-months...

  • Implemented a foundation with some simple rules 
  • Having the right tools in place to help the team reduce their stress
  • Streamlining the process helped increase productivity and scale parts of the business to improve client relationships

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