UPCOMING MICRO-WEBINAR
Stay Personal at Scale: How to Automate Follow-Ups That Strengthen Client Loyalty
Consistent, meaningful client follow-up isn't optional—it's essential. But staying on top of birthdays, anniversaries, and timely outreach across clients can quickly become overwhelming.
In this 30-minute webinar, you'll discover how leading advisors are automating personalized follow-up touchpoints—like birthday messages via email and text—to stay top of mind, deepen relationships, and drive long-term loyalty without adding more to their to-do list.
We’ll walk through how to set up automated workflows inside Snappy Kraken that deliver high-touch experiences with minimal effort, starting with a demo of our popular Birthday Automation feature. You’ll learn how to build a follow-up system that’s consistent, personal, and scalable.
What You’ll Learn:
- Why client follow-up is the key to retention and referrals in 2025
- How to automate birthday greetings via email and text in under 5 minutes
- The strategy behind using personal milestones to boost engagement year-round
- How to scale high-touch outreach without sacrificing personalization
Register now to save your spot!
Register For The Webinar On June 4th @ 2pm ET
Who Should Watch
Firm Leaders & Executives
If you're responsible for driving firm-wide growth, this session will help you identify exactly where your pipeline is leaking—and what systems need to be in place to improve conversion rates and ROI on marketing efforts.
Financial
Advisors
If you're following up with leads on your own or relying on marketing to bring in new business, this session will show you how to stay in front of prospects longer, convert with more confidence, and build a more predictable book of business.
Marketing Professionals
Learn how to align your campaigns, nurture flows, and messaging with each stage of the lead lifecycle—so more leads progress through your funnel, and your marketing drives measurable results.
