How GDP, inc. 2x'd their client management

"Camilo at Catalytics completely revamped my onboarding sequences and made it run smooth like butter. He's able to accomplish things that other developers told me just wasn't possible."

Jamie Allen

Principal Engineer

Overview

GDP, Inc. stands as a distinguished financial advisory and planning firm based in Manhattan Beach, CA, deeply committed to understanding and aligning with the unique 'why' of each client. Whether it's family, making a difference, or something entirely unique, GDP, Inc. dedicates itself to working closely with clients to achieve their financial goals.

Challenge

GDP Inc. struggled to scale their client management operations efficiently. Their manual processes and disconnected tools created bottlenecks in client onboarding, communication, and task tracking. As the company grew, these inefficiencies increasingly impacted their ability to deliver timely and consistent client experiences. To address this challenge, GDP Inc. partnered with Catalytics Automation to overhaul their client management systems.

Solution

Catalytics Automation worked with GDP Inc. to double their client management capacity by implementing an advanced and integrated solution. Key components included:

Automatic Call Type Identification: Transcript analysis was used to categorize calls as Internal, Partner, or Client.
Integration with Internal Knowledge Base: Call summaries generated by Fireflies were automatically stored in GDP, Inc.’s Notion-based knowledge base and project management tool.
Draft Email Automation: Draft emails for client follow-ups were auto-generated based on action items derived from transcripts.
Task Management in Notion: Tasks were automatically added to the correct projects within Notion, and task owners were tagged for notification.
CRM Integration: Notes were created in GDP, Inc.’s CRM under relevant client contacts to ensure all team members were informed.
Notification and Reminders: The GDP, Inc. team was alerted when a draft email was ready to be sent and was reminded if the follow-up email had not been dispatched after one day.