From Reactive to Proactive: Building Workflows That Work

Tired of feeling behind on client service? It's time to build workflows that work for you.

Join Quivr CRM and XYPN for a high-impact webinar on transforming your firm’s operations. Say goodbye to memory-based processes, sticky notes, and clunky systems—and hello to workflows that actually work.

This isn’t a product demo. It’s a behind-the-scenes look at how top advisors are designing scalable systems that feel effortless to clients and stress-free to teams.

What You’ll Walk Away With:

• How to move from reactive to proactive with workflows that boost consistency and reduce stress
• Tips for building a service calendar to anticipate client needs before they arise
• Real-world strategies you can apply—no matter what CRM you’re using
• A peek into systems that look magical to clients but are grounded in scalable processes
• Practical, actionable ideas you can start using immediately