Automated Client Systems

A complete automation overhaul that helped a retirement-planning firm replace outdated manual workflows with intelligent systems for scheduling, follow-ups, and event management saving hundreds of hours every month while still adding hundreds of new clients per year.

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Customized CRMs

Customized CRMs

Sales Pipeline Consultation

Sales Pipeline Consultation

three round white wooden tables

Customized CRMs

Sales Pipeline Consultation

Overview

Teachers Retirement Solutions modernized their client management through Simplicate’s automation suite. We replaced manual appointment scheduling, outreach, and reporting with integrated systems that now run their marketing, client follow-ups, and top-of-funnel network events entirely on autopilot.

What we did:

  • Built end-to-end event automation for marketing campaigns.

  • Added SMS and email reminder sequences to boost attendance and book rate

  • Deployed referral, review, and social-follow systems for post-appointment engagement.

  • Connected dashboards for real-time reporting and ROI tracking.

Client

Teachers Retirement Solutions

Industry

Financial Services

Duration

6 Weeks

Year

2023 – Present

Teachers Retirement Solutions was managing thousands of client and lead relationships manually using outdated tools. Our goal was to automate outreach, reminders, and reporting while keeping communication personalized and compliant.

01
Challenge

TRS relied on manual outreach and outdated systems that couldn’t handle the growing client base. Missed reminders and lack of visibility caused inefficiency and lost opportunities.

01
Challenge

TRS relied on manual outreach and outdated systems that couldn’t handle the growing client base. Missed reminders and lack of visibility caused inefficiency and lost opportunities.

01
Challenge

TRS relied on manual outreach and outdated systems that couldn’t handle the growing client base. Missed reminders and lack of visibility caused inefficiency and lost opportunities.

02
Solution

Simplicate implemented a fully integrated automation system with calendar widgets, event funnels, follow-up campaigns, and reporting dashboards—all tailored for their retirement workshops.

02
Solution

Simplicate implemented a fully integrated automation system with calendar widgets, event funnels, follow-up campaigns, and reporting dashboards—all tailored for their retirement workshops.

02
Solution

Simplicate implemented a fully integrated automation system with calendar widgets, event funnels, follow-up campaigns, and reporting dashboards—all tailored for their retirement workshops.

03
Result

The new system booked 1,745 appointments, held 1,109 meetings, and converted 334 clients, all while cutting hundreds of admin hours and creating scalable growth for new districts.

03
Result

The new system booked 1,745 appointments, held 1,109 meetings, and converted 334 clients, all while cutting hundreds of admin hours and creating scalable growth for new districts.

03
Result

The new system booked 1,745 appointments, held 1,109 meetings, and converted 334 clients, all while cutting hundreds of admin hours and creating scalable growth for new districts.

Result

Automation transformed TRS’s entire workflow. They now manage 5,000+ active contacts with minimal manual effort, saving over 200–400 staff hours weekly and reducing work load.

Impact:

  • 1,745 top of funnel attendees booked in 2 years

  • 1,109 sales meetings completed

  • 334 clients converted

  • No Show Rate dropped to less than 10%

  • 200–400 staff hours saved weekly