“These are VAs you can plug in from day one to handle customer service, lead follow-up, scheduling support, and a ton more.”
BB
Brian Burton
Owned and Operated ·
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
Libby Grywe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)
Play from 2:43
2:43
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What was described
uses Quinn, an AI assistant that automatically takes meeting notes, drafts follow-up emails, handles CRM data entry, schedules and reminders
Said nearby on the same subject
“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
LS
Liberty Safe casey wiese
Honest Ecommerce ·
“We used AI to help us narrow it down… she took that list and connected ahead of time… came home with follow-up calls scheduled.”
♫
Said on The Executive Coaching Podcast
“There's a mini CRM where I keep everybody who I talked with… my AI remembers who I had to call with, and it's very easy to follow up”
CG
Christof Gomez
Data, AI & Beyond - The Podcast ·
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