Discover how FourFront Wealth Management automated client consultation booking with Calendly syncing directly with advisor calendars and CRM records to eliminate scheduling back-and-forth.
60%
Fewer Scheduling Emails
Zero
Double-Booked Consultations
Automated
Calendar Sync
Same-Day
Consultation Booking
Prospective clients had to trade several emails back and forth with an advisor just to land on a consultation time, and the delay cost FourFront Wealth Management momentum with prospects who lost interest waiting.
Advisors managed their calendars manually, which occasionally led to double-booked consultations when more than one team member’s schedule wasn’t kept current.
There was also no connection between a booked consultation and the CRM, so the front office spent hours a week manually creating lead records after the fact.
We set up Calendly booking pages that let prospects self-schedule a consultation directly into an advisor’s real availability, cutting out the email back-and-forth entirely.
Google Calendar sync keeps every advisor’s calendar current automatically, so double-booking is no longer possible even across a growing team.
Every new booking now creates or updates the matching CRM record automatically, and the whole setup connects into FourFront’s broader tech stack so scheduling data stays in sync across tools.
FourFront Wealth Management provides personalized financial planning and investment guidance, helping clients build long-term wealth strategies through one-on-one advisor consultations.
FourFront Wealth Management
