Meet Stressed Out Samantha

Samantha excels at her job but
stresses about servicing
existing clients

Samantha is stretched thin trying to track
client review meetings and follow-ups
using spreadsheets and notepads.

Samantha's Client Meeting Challenges

Woman lying awake stressed at night with work on bedside table

Stressed Out Samantha works tirelessly to constantly identify which clients need to be scheduled for their next review. Her tracking system is scattered throughout spreadsheets, notes, CRM – and even in her head.

In addition, Samantha is responsible for preparing for client meetings, tracking meeting notes, following up with clients, and assigning action items to team members post client reviews.

That's a lot to keep track of!

Samantha's Dream

Woman eating breakfast reading the newspaper before work

Samantha longs to leave work at work so that she can have a peacful nights sleep. She dreams of having a single place to track all of her clients and automatically get notified for when she needs to schedule a client check-in.

Samantha wants to stop keeping track of clients in her head and instead wishes for a single source of truth to deliver on client promises. 

Man golfing on sunny day

Samantha discovered Hubly and
suddenly her workday changed

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"

📅 Client Meeting Tracking and Scheduling Reminders

Track all of your past client meetings, topics, and dates to know when you last met with a client and get prompted when it’s time to schedule their next review meeting.

Book a call

✅ Standardize Meeting Preparation Processes

Easily prepare for client meetings with best practice workflows that efficiently assign preparation tasks to the accountable team members

Book a call

📝 Track Client Follow-ups and Action Items

Record notes, assign tasks, and begin workflows to ensure projects discussed with clients during meetings are properly tracked, actioned, and delivered.

Book a call
Hubly visual dashboard on computer
Hubly Client Card with Automatic Task Assignment
Hubly client notes syncing with Redtail CRM

Client Meeting Tracking and Scheduling Reminders

Hubly onboarding process view

Track all of your past client meetings, topics, and dates to know when you last met with a client and get prompted when it’s time to schedule their next review meeting.

Book a call

Standardize Meeting Preparation Processes

Hubly client card with task delegation

Easily prepare for client meetings with best practice workflows that efficiently assign preparation tasks to the accountable team members

Book a call

Track Client Follow-ups and Action Items

Hubly client card with a new client task being created

Record notes, assign tasks, and begin workflows to ensure projects discussed with clients during meetings are properly tracked, actioned, and delivered.

Book a call
James Phillips, Phillips FInancial Planning Rutter Baer Financial Planners
“Hubly allow us to have less client meetings, but also get more stuff done”
- Nick Nauta, Shotwell Rutter Baer Financial Planners

Client Review Meetings Just Got Easier

No More clients slipping through the cracks

Automated reminders ensure that you never forget to schedule a review meeting with a client.

Say goodbye to time consuming spreadsheets

Stop running manual and time consuming reports from your CRM or trying to track client review processes using spreadsheets.

A more proactive client service

Automations identify opportunities for further engagement based on client needs and important milestones.

Hear how Nick Nauta uses Hubly to
streamline his firm's onboarding process

Man watching a movie eating popcorn

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"