Automate the transition of leads from marketing to advisory, sales, and client success via integrated workflows connected to HubSpot and Outlook. This system centralizes engagement tracking, automatically assigns owners, and creates real-time alerts as leads progress across teams—eliminating manual coordination and ensuring no opportunity is lost during handoff.

Continuously enrich HubSpot CRM records with external firmographic and deal-relevant triggers (job changes, funding events, ownership signals) for SME clients and prospects. Real-time insights empower advisors to tailor outreach and provide more personalized, strategic recommendations, directly addressing data inconsistency and outdated client profiles.

Improves client data accuracy by 30%+ and reduces research time per account by up to 70% (saving ~4 hours/week per advisor), enabling more targeted, high-trust advisory that differentiates Frank Advisory and accelerates new deal origination.

When a scheduled client or prospect meeting is missed, this system automatically triggers personalized follow-ups via email and LinkedIn (integrated with Outlook and HubSpot), sequenced until rescheduled. This ensures that high-value capital raise or acquisition discussions are salvaged and pipeline leakage is minimized.

Reduces no-show pipeline loss by up to 40% (estimated 2–3 meetings recovered monthly for a 16-person firm), translating to an additional 1–2 deals advanced per quarter and direct improvement in advisory team productivity and revenue.