Case Study: Mindset Consulting achieves consistent, exceptional client experiences and streamlined project management with Maximizer CRM

Mindset Consulting - Customer Case Study

Mindset Consulting, a firm that helps financial advisors re-engineer and grow their practices, needed a cloud-based, highly customizable CRM to run its own operations and to recommend to clients. Founder Sherri Ostropolski required a solution that would support meticulous one-year advisory engagements, enable consistent branding and client experiences, and make scheduling, backups and remote work simple.

They implemented Maximizer CRM Live and Maximizer Wealth Manager CRM, using features like Recurring Activities, shared Calendars, alarms and Outlook integration to store team and client details, schedule training checkpoints and manage projects. The result was streamlined onboarding, more consistent and proactive client service, easier time management and remote access, and positive client feedback that validated their systematized approach.

Mindset Consulting

Sherri Ostropolski

Co-Owner and Business Advisor