Case Study: Quarry Hill Advisors achieves $200 in weekly savings with Zapier

Financial Planners Save $200 Every Week with Zapier

Quarry Hill Advisors, a team of financial planners, was spending 1 to 2 hours each week on manual admin work like moving contacts, building email lists, and sending follow-ups. Looking for a faster way to manage new bookings and client data, they turned to Zapier and their existing tools, including Wealthbox CRM, ScheduleOnce, Mailchimp, and Gmail.

Zapier automated the flow from new ScheduleOnce bookings to contact creation in Wealthbox CRM, added those contacts to Mailchimp, and drafted introductory emails in Gmail. As a result, Quarry Hill Advisors save at least an hour per week, worth about $200 in billable time, improving productivity and freeing more time to focus on clients.

Quarry Hill Advisors

Kyle Moore

Certified Financial Planner and Co-Founder