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ElevateAI

For financial services

Clients who feel looked after.

Book discovery calls without phone tag, stay in touch between reviews, and keep every conversation in one clear record.

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crm.elevatenext.ai/clients

Pipeline

Lead

3 new

Discovery Call

2 active

Proposal

—

Client

—

Annual Review

—

Conversation

I'd like to talk about rolling over an old 401(k).

Happy to help. Thursday at 9am or Friday at 4pm?

Friday.

A day with ElevateAI

  • A referral calls while you're with a client

    The call gets a text back with your calendar link, and the discovery call books itself.

  • The prospect who needs six months

    Newsletter automation and check-in sequences keep you useful and present until the timing is right.

  • Annual review season

    Review reminders go out by segment, and your calendar fills without a single round of phone tag.

ElevateAI / Daily timeline

A day for financial services firms

  1. 7:42 AMMissed call, text sent back in seconds
  2. 10:15 AMPlanning-guide download lands in your pipeline
  3. 12:30 PMA referral books a discovery call
  4. 3:05 PMDocument reminder goes to clients still missing paperwork
  5. 5:40 PMAnnual review invitations go out by segment
  6. 9:12 PMAI answers a services question and books an intro call

The five stages, mapped to financial services firms

  1. 1

    Capture

    Referral, seminar & website leads

  2. 2

    Nurture

    Long-cycle nurture & newsletters

  3. 3

    Close

    Proposals, e-sign & scheduling

  4. 4

    Reviews & referrals

    Review requests & referral introductions

  5. 5

    Reactivate

    Annual review & life-event campaigns

Growth playbook

The Accounting & Advisory Growth Playbook

Five plays that grow financial services firms, all of them built into ElevateAI.

01Get found where clients look

People look for financial help at specific moments: they started a business, they sold something, they got a letter from the tax authority, or they realized retirement is closer than it felt last year. Build a consultation funnel for each of those moments rather than one generic contact page: a tax planning session, a retirement checkup, a bookkeeping cleanup assessment, a new-business setup call.

Steal these plays

  • Fill out your Google profile: category, services, real photos
  • Post weekly on autopilot: "One question to ask before you retire"
  • Use a tracked number so you know which listing rang
google.com/search

Cedar Point Financial

61 reviews

Financial advisor · Open now · Hartford

Weekly post: One question to ask before you retire

02Answer first, win the client

During filing season, the phones do not stop and nobody in the office has a spare minute, which is exactly when new client inquiries arrive and get missed. The fix is not more staffing; it is making sure no inquiry ever meets silence.

Steal these plays

  • Text back every missed call in seconds
  • Let AI answer after hours and book intro calls
  • Follow up on day 0, day 1, and day 3 automatically
crm.elevatenext.ai/inbox

Guide download · 7:44pm

Your guide's on the way. Want a 15-minute intro call Thursday?

Thursday afternoon is good.

Booked

03Stop chasing documents

Every firm loses days each season to the same task: asking clients for the same documents, repeatedly, one email at a time. It is the least valuable work in the building and it delays everything downstream.

Steal these plays

  • Ask for the review the month after onboarding
  • Route lukewarm feedback to your phone before it goes public
  • Reply to every review with an AI-drafted response
crm.elevatenext.ai/reputation

“Clear plan, no jargon, and follow-up that actually happened.”

Client, retirement plan

AI reply drafted ✓

You don't have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.

Watch the Demo

04Campaigns around the calendar

This is one of the few businesses with a marketing calendar written for you. Build campaigns around the dates everyone already has in mind: an early-season "let's get ahead of it" push in January, quarterly estimate reminders, an extension check-in, a year-end planning campaign in October and November, and a new-business setup campaign when incorporations spike locally.

Steal these plays

  • Send each ad to a planning guide page, never your homepage
  • Give every campaign its own tracked number
  • Raise budget only where prospects actually book
crm.elevatenext.ai/reporting

Tracked number: (555) 012-4408

  • Guide funnel

  • Seminar page

  • Referrals

Every lead attributed

05Turn seasonal clients into year-round relationships

The single biggest lever in this business is what happens after the return is filed. Ask for the review right then, while the relief is fresh, and ask for the referral in the same week: filing season is also referral season, because business owners talk to each other about who handled theirs well.

Steal these plays

  • Invite dormant prospects to your next review season
  • Send one useful monthly touch, not a sales blast
  • Make referrals easy with a per-customer link
crm.elevatenext.ai/contacts
Downloaded, never booked73 prospects
Annual review due45

Campaign scheduled

Sample data

Run the whole playbook without hiring a marketer.

Everything above is included in one flat-price platform, set up 1-on-1 with our team, supported live, and running in your first week.

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No contracts · Unlimited users & contacts · Cancel anytime

Questions from financial services firms

How do we handle the volume of inquiries during tax season?

Automate the first response so nothing sits unanswered. Missed calls get an instant text, web forms get an immediate reply with a booking link, and the AI Employee answers routine questions about services, pricing, and what to bring. Your team spends its time on returns instead of on the phone, and no prospect gets lost in the rush.

Can we stop chasing clients for documents?

Mostly, yes. A checklist request goes out when a client is engaged for the year, with a secure upload link, and reminders continue automatically at three, seven, and fourteen days. Items get checked off as they arrive so nobody asks twice, and staff only step in for the clients who are genuinely stuck.

How do we earn revenue outside of filing season?

Book the next meeting before the current one ends, run year-end planning and quarterly estimate campaigns to your own list, and stay in touch with a short plain-language newsletter. That's how a once-a-year tax client becomes a bookkeeping or advisory client, not by cold outreach in July.

Is it appropriate to ask financial clients for reviews?

Review requests work for financial practices if you ask for feedback on the experience (responsiveness, clarity, how well things were explained) rather than anything about their numbers. The best moment is right after a return is filed or a plan is delivered. A private-rating step routes anything lukewarm to you by phone before it goes public.

Can annual client review meetings schedule themselves?

They can. Set a recurring annual review on each client record and the invitation, booking link, and reminders go out on their own, with a document request attached if you need paperwork beforehand. Clients with a date on the calendar stay put; clients who hear from you once a year eventually shop around.

Made for financial services firms

  • Discovery-call booking with reminders
  • Long-cycle nurture for slow decisions
  • Annual review reminder campaigns
  • One clear record of every conversation

We set up your pipelines and campaigns with you, 1-on-1, in your first week.

How onboarding works

See it set up for financial services firms.

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