Conduct a comprehensive audit of Starr Mathews’ sales, marketing, and client service workflows across both insurance and fiduciary advisory lines, mapping out all tech, processes, and handoff points. Deliver a unified GTM automation roadmap to integrate fragmented tools and create seamless, automated lead and data flow.

Deploy an AI-driven system that continuously enriches client and prospect records by pulling updates (policy, life events, financial triggers) from public and proprietary sources into the CRM, ensuring a single source of truth across all service lines.

Improved data quality boosts forecasting accuracy and targeting: assuming 8-person sales team and 5,000+ active records, this saves ~80+ hours/month in manual updates and increases upsell/cross-sell opportunities by 10–15%.

Implement automated, multi-channel (email/SMS) follow-up for missed client appointments, with built-in logic to route rescheduling to the right advisor or service line and update CRM instantly. Integrates with Office 365 and Google Apps already in use.

Reduces lost meetings by up to 50% (industry average no-show: 20–30%), meaning 5–10 more appointments attended per month per AE, directly lifting conversion rates and revenue while reducing manual coordination for busy advisors.