No more losing hours to post-meeting admin

Advisors love the client conversations — they’re energizing, strategic, and why you got into this business in the first place.

But after every great meeting comes the same drag: transcribing notes, updating the CRM, creating follow-up tasks, and drafting emails. It’s work that doesn’t feel client-facing, but eats up a massive amount of your time.

When we spent four days at Future Proof Festival in Huntington Beach talking to hundreds of advisors, this came up again and again. Everyone wants to spend more time with clients. Nobody wants to be buried in post-meeting admin.

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Turn meeting notes into instant CRM updates

You already capture everything during or right after a meeting: client concerns, action items, next steps, and context. But manually entering that into your CRM takes 20–30 minutes each time.

Send your rough notes to Quin:

“Met with the Parkers today. They’re concerned about tuition planning for their oldest daughter who starts college in two years. We reviewed 529 options, they want projections for covering four years. I’ll send a comparison by next Friday.”

Quin automatically creates:

• A clean meeting summary
• A CRM activity log for the Parker household
• A follow-up task for tuition planning projections due next Friday
  

Everything is captured once and synced everywhere it needs to go.

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Turn promises into scheduled tasks

Every “I’ll follow up with you on…” during a meeting creates a hidden to-do list. Without a system, tasks slip through the cracks.

Instead of writing them down and remembering later, tell Quin:

“Set a follow-up for the Parkers: tuition projections, due next Friday.”

Quin creates a scheduled task with the right date and context. No more hunting through your notes or relying on memory.

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Draft emails in seconds

Clients don’t see your internal notes — they just want a clear, timely update. Writing those emails takes more time than it should.

Tell Quin:

“Follow-up with the Parkers: reviewed 529 options, will send tuition projections next week.”

Quin drafts the email:

“Great meeting today! We went over several options for your daughter’s college planning. I’ll prepare detailed tuition projections and send them by next Friday. Excited to keep this moving forward.”

You review, hit send, and move on.

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The bottom line

Future Proof reinforced what we hear from advisors everywhere: the work you love is meeting with clients, not the admin that comes after.

With Quin, you:

• Capture notes once
• Keep your CRM automatically up to date
• Turn commitments into tasks instantly
• Send professional follow-ups in seconds
  

The result? Hours back every week, and peace of mind that nothing slips.

Try Quin free today