Free your team from the follow-up
How a managing partner eliminated her Friday catch-up day and rolled Quin out across her entire team within the first month.
About Meghan
Meghan Roney is a managing partner at Simard & Associates Wealth Strategies in Ontario. She oversees a multi-advisor team and carries the kind of administrative load that comes with that role — compliance documentation, meeting notes, follow-up tasks, and everything else that has to happen after client interactions. Before Quin, all of it had a way of piling up by the end of the week.
The challenge
For a long time, Fridays were Meghan's catch-up day. Not by design — by default. Missed notes, outstanding tasks, and anything that had slipped through the week all waited for her there. It wasn't a scheduling choice. It was what compliance admin cost her when it didn't have a better place to go.
The problem wasn't that the work wasn't getting done. It was that it was getting done at the wrong time, by the wrong person, at the expense of everything else. For a managing partner responsible for a whole team's output, that's not a sustainable pattern.
How Meghan uses Quin
Meghan didn't roll Quin out all at once. She started by dipping her toes in — getting familiar with what it could do before bringing it to her team. Once she saw how it handled compliance documentation and follow-up after client meetings, she moved quickly. Within her first month, the whole staff was using it.
Part of what made that rollout work was the guidelines she put in place early. Rather than letting everyone find their own way, Meghan defined how the team would use Quin so the output would be consistent. The guidelines weren't restrictive — they were protective. They made sure Quin was working the same way across the practice, which mattered for compliance and for quality.
The results showed up fast. Within that first month, Meghan took two or three Fridays off. Not because the work disappeared — because it wasn't waiting for her anymore.
The results
The practice runs differently now. The specific outcomes:
- Compliance admin that used to accumulate through the week gets handled in the moment, not saved for Friday
- Meeting notes, follow-up tasks, and documentation no longer fall through the cracks between appointments
- A full team rollout happened within the first month, guided by clear internal guidelines Meghan built early
- Fridays went from catch-up days to days off — within weeks of getting started
For Meghan, the shift wasn't just personal. It changed how the whole team operates. When one person at the top of a practice gets their time back, it tends to move through the organization.
"Within my first month using Quin, I took two or three Fridays off."
See what Quin can do for your practice. Try it free for 14 days at heyquin.io.
