I automate the work around the advice, never the advice itself.
Here's everything I can set up for your practice, what each tool does, and what stays with you. Each one is built around how you already work, using the software you already have.
Marketing
| Tool | What it does | What you do | Plan |
|---|---|---|---|
| Social posts and newsletters | Drafts posts and newsletters when rates move or market news breaks | Approve before anything is published | Starter and up |
| Google review requests | Asks happy clients for a review after settlement | Set the message once | Starter and up |
| Website fixes | Tidies up your website so it's clear and easy to contact you | Sign off the changes | Starter and up |
| Referral partner updates | Keeps your real estate agents, accountants and builders up to date | Approve the content and the partner list | Growth and up |
| Website chatbot | Answers general questions and books appointments, day or night | Handle all advice and borrowing questions | Growth and up |
Admin and operations
| Tool | What it does | What you do | Plan |
|---|---|---|---|
| Booking assistant | Takes bookings, sends reminders and follows up no-shows | Set your availability | Growth and up |
| Inbox triage | Sorts and labels email, and drafts replies to routine messages | Review and send the replies | Growth and up |
| Meeting notes to tasks | Turns your meeting notes into your own to-do list | Work through the list | Growth and up |
| Refix and anniversary nudges | Tells you when a client's refix or anniversary is coming up | Contact the client yourself | Growth and up |
Accounting
| Tool | What it does | What you do | Plan |
|---|---|---|---|
| Commission matching | Matches lender and aggregator statements to bank deposits in Xero or MYOB, and flags anything missing | Sort out the mismatches | Complete |
| Receipts and GST prep | Captures receipts, codes expenses and gets GST ready for your accountant | Your accountant files | Complete |
| Monthly dashboard | A one-page view of your practice's numbers each month | Review it monthly | Complete |
Works with what you already use
Your email, calendar, CRM, and Xero or MYOB. There's no new system to learn, and your clients' data stays in your own software. I never hold your clients' personal financial details.