Transform Client Review Follow-up Process with ChatGPT

April 19, 2023

Talk to a Workflow Expert

Learn how to transform your client review meeting follow-up process by using ChatGPT to streamlining your shadow work and improve your communication with your clients. You don't need to be tech-savvy to add AI into your practice!

How ChatGPT can improve your client review follow-up process

Have you been wondering what AI, machine learning and tools like ChatGPT will mean for your practice? You're not alone. Many advisors and operations professionals we've spoken to have been asking us if there are some easy ways to incorporate these tools into their day. The answer is — yes!

Follow-up tasks from client review meetings are a great example. Are you tired of manually summarizing meeting notes and action items? Do you struggle to keep track of next steps — and keep clients informed? If so, transform client review meetings with ChatGPT to:

✅  Summarize meeting notes and action items

✅  Keep clients informed and engaged with personalized follow-up emails

✅  Improve client communication with smarter email templates

Whether you're looking to streamline your external and internal communication, or just want to improve your workflow, this webinar is perfect for you.The bottom line is that you don't have to be tech savvy to use AI in your practice.


You can add this workflow template into your Hub to start streamlining your client review process right away. If you are not a Hubly user but still want to use these prompt, you can find the ChatGPT prompts here.

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