Demo · Financial advisors
Watch one request turn into finished work.
About a minute. Say what you need, watch your team move and see what you get to approve.
HarperChief of staff
While they worked, I found new clients worth a look. Keep the ones you like and I'll draft introductions for you to review.
AveryPrepPrep notes ready. Here's the first one, ready for you to read.
Hi Hannah, thank you for a thoughtful review today. As we discussed, I will pull together the questions you raised about your goals so we can go through them at our next meeting. Please send me anything you would like me to look at first.
One request. A whole team moving.
Drafts to review and new clients to look at, all waiting for you.
Start delegatingAn illustration with made-up names and examples. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
What you just saw
- You say what you need. For example: “Draft a follow-up for each client I met with this week, and find me new clients.”
- Your chief of staff hands it off. It picks a team member for each part: prep team member, follow-up team member, inbox team member.
- Your team works in parallel. Each team member takes its part at the same time, while you do other things.
- You review what comes back. Replies come back as drafts for you to read, edit and approve. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
- It finds new clients. Describe who you want to reach and set it as a routine. Your team drafts an introduction for each person for you to review.
The names and examples are made up. Your team members, your chief of staff and your approvals work the same way in your own workspace. See how Operly works for financial advisors or compare plans.
Other demos
Take one thing off your plate today.
Start with the work that keeps coming back. Tell your chief of staff, and see how it feels to have it done.
Start delegating