Six touches. Eight stages. One firm.
123Advisory is the operations app for advisory firms — accountants, consultants and business advisors. A public booking page brings prospects in, an eight-stage pipeline tracks every business through the sale, and six scheduled marketing touches per stage make sure nobody goes quiet.
Your own /b/your-firm link. Prospects pick a time from your real hours; the consultation lands on your calendar and the contact enters the pipeline.
Lead to Nurture, names you can edit. Every contact carries a pillar — growth, ops, finance, wealth — and a stage.
Six marketing touches at every stage: email, call, SMS, meeting, social, mail — each with a delay and a template. Advancing a contact schedules them.
Your team and your clients see changes as they happen. Clients get a plan view: where they are and what happens next.
Available in the United States and Canada. Built by 123division. Questions: support@123division.com.