The Challenge

As a team of two, Phillips Financial has a limited onboarding capacity and was turning down over 20 new clients per month. James didn’t have the team, technology, or processes in place in order to support the growth that he wanted for his firm.

As a result, James estimates that his firm was losing out on a $15K revenue increase per month. He needed to increase his firm’s onboarding capacity to keep up with demand for their services without foregoing the client care and effective processes he had worked so hard to develop.

“My firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere, pieces of paper I was writing lists on, and I was trying to use the current CRM’s and their workflows, but they just didn’t work for us.”

Onboarding more clients requires scheduling meetings, preparing documents, tracking progress, following up on missing information, and consistent communication. James worried about things falling through the cracks and needed a better solution to create capacity to scale.

The Solution

Hubly streamlined Phillips Financial’s onboarding process, allowing them to drastically increase their ability to take on new customers without sacrificing the client experience. James used Hubly to create a fully...