Sales · n8n

Schedule Annual Portfolio Reviews and Prep the Advisor

Never skip a client review. Detect clients due for their annual portfolio review, book it, and prepare the advisor with a fresh account summary.

difficulty Intermediatesetup 40 minresult Every client gets their annual review on time with the advisor fully prepared, deepening relationships.—
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  1. 1

    Find Due Clients

    Add a Schedule Trigger and Airtable node listing clients due for their annual review.

  2. 2

    Invite to Book

    Add a Gmail node with the advisor's Calendly link to schedule the review.

  3. 3

    Prepare the Advisor

    Add a step compiling a current account summary and talking points for the advisor.

  4. 4

    Confirm the Meeting

    Add a step recording the booked review and updating the last-review date.

  5. 5

    Activate and Test

    Activate the workflow with a test client due. Confirm the invite and prep generate.

Frequently asked questions

Does compliance need records?

Log each review and its outcome to support your suitability and compliance requirements.

Can I flag major life changes?

Ask a quick pre-review question about changes so the advisor tailors the conversation.

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