Valor Financial Planning:
Reclaiming Nearly 16 Hours Per Week.
How a fee-only firm automated its client lifecycle to focus on high-value, purpose-driven financial guidance.
The Challenge: The Conflict Between Purpose and Process
For Matthew Albritton, founder of Valor Financial Planning, the manual processes required to run the firm were creating a significant administrative burden, consuming valuable time that he wanted to dedicate to his clients.
Manual Client Onboarding
A 23-minute manual sequence of tasks, document sending, and contract handling for every single new client.
Manual Initial Contact
Creating a new contact and an associated opportunity from an initial inquiry took 5 minutes of data entry each time.
Manual Prospect Engagement
Following up with a potential client required a 9-minute process for each person, including manual tagging and emailing.
Your New Growth Engine
Velocity 360 isn't just another tool. It's a comprehensive, active lead generation and sales conversion system designed to deliver real results, fast.
The Solution: Aligning Operations with a Modern Approach
To align the firm's operations with its modern, technology-forward approach, three distinct workflows were automated to handle the entire client lifecycle from prospect to active client, including onboarding, lead capture, and prospect engagement.
The Results: More Time for What Truly Matters
By automating three foundational workflows, Valor Financial Planning eliminated the manual friction in its client acquisition and onboarding processes. The time savings were immediate and significant.
10.35
Hours Saved Per Week
On client onboarding processes.
4.2
Hours Saved Per Week
On prospect engagement and follow-up.
1.25
Hours Saved Per Week
On initial contact data entry.
Hear directly from Matthew, the client, about his experience:
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