Taylor works every prospect, books the discovery meeting, and keeps your existing book warm with annual reviews and check-ins — so no relationship and no referral slips.
For financial advisory firms, the leak isn't leads — it's what happens after the phone rings.
Your AI Client Coordinator — trained on your business, plugged into your phones and calendar, working every hour you're closed.
One flat fee. No per-seat charges, no 4-vendor stack, no lock-in. Every plan carries the 60-day performance guarantee.
A client service coordinator costs $3,500/mo before benefits, PTO, sick days, and turnover. Taylor works 24/7 and never calls out.
Hire Taylor today. If Taylor doesn't book at least 10 qualified meetings in the first 30 days, month two is on us. No refund forms, no back-and-forth — if the target is missed, month two is simply on us.
Book a 15-minute discovery call. We'll show you exactly how Taylor will work your calls, what Taylor will book, and the target Taylor has to hit under the 60-day guarantee.