Wealthbox + Calendly for financial advisors.
Every Calendly booking is either a new prospect or an existing household. The implementation routes both, prepares the brief, and scores the lead before the call.
By Isaiah Grant, founder of Quiet Machines
Why this query usually starts
Calendly bookings land in your inbox and your Wealthbox activities, but the brief never gets prepared until Monday morning. New leads get no triage. The principal walks into half their meetings cold.
The implementation we ship for this combination
Calendly webhook fires into Lead Scorer for new prospects, Meeting Prep for existing households. Briefs and lead cards land in your document layer with the booking. Wealthbox activity created or updated automatically.
3 steps from audit to handoff
- 01Wire the Calendly webhook
Webhook fires on every booking. Routes new vs existing based on Wealthbox match.
- 02Implement Lead Scorer for new bookings
Inbound prospect details run through Lead Scorer. The card lands in your document layer.
- 03Implement Meeting Prep for existing households
Brief auto-prepared and posted back to Wealthbox activity ahead of the call.
What the firm gets at Day 90
- ✓New leads scored before the principal's first email reply
- ✓Existing households briefed before every Calendly call
- ✓No more cold meetings
The audit names which workflows belong on this stack and which don’t, before you commit to the build. $3,500 to $6,000 depending on firm size. Credited toward the build if you implement within 90 days.