Built around your meeting types
Intro calls, annual reviews, onboarding meetings, service requests, COI meetings, tax planning meetings. Each one can trigger different CRM behavior.
Advisor meeting sync
Booked meetings should not turn into CRM cleanup.
I set up meeting syncs for advisory firms: Calendly, Acuity, or OnceHub into Wealthbox or Redtail, with clean contact matching, notes, tasks, and CRM updates before the meeting.
The offer
Fixed setup fee. Optional monthly monitoring.
This is for firms where meetings get booked, but someone still has to clean up the CRM afterward.
More than a simple one-way sync
I handle the parts that usually break these workflows: contact and household matching, reschedules, duplicate prevention, routing rules, and exceptions that need a human look.
Built for advisor tools
I work in Wealthbox, Redtail, Calendly, Acuity, OnceHub, PreciseFP, Docusign, Box, ShareFile, and the other tools advisor teams already use.
Monitored after launch
Optional monthly monitoring covers broken connections, field changes, failed tasks, and the edge cases that show up after real meetings start flowing.
What gets automated
Every booked meeting should leave a clean trail.
CRM records
- Create or update contacts
- Match by email and household rules
- Attach meeting notes and intake fields
- Prevent obvious duplicates
Meeting context
- Meeting type tags
- Lead source and campaign fields
- Advisor or team owner
- Location, Zoom, or phone details
Meeting prep
- Pre-meeting tasks for the right person
- Workflows for onboarding or reviews
- Cancel/reschedule handling
- Error and exception alerts
Proof points
Built by someone who already does this work.
Snowline Automation is Michael Toth. I help financial advisors and RIAs automate workflows without forcing the team to learn a new platform just to keep the business moving.
My background is finance, data science, tech, and hands-on automation consulting. I have built onboarding, client service, CRM, and operations automations for solo advisors, regional firms, and large independent RIAs managing well over $1B.
Outside of advisor-specific work, I’m a Top Rated Plus automation specialist on Upwork with 100% Job Success.
Why advisor firms hire me
- Clear communication without tech jargon
- Workflow design before tool selection
- Experience with solo practices, regional firms, and larger independent RIAs
- Comfort with SEC/FINRA-sensitive operational workflows
- Fixed scope when possible, custom code when needed
Pricing
Fixed setup fee. Optional monthly monitoring.
Starter
For solo advisors or very simple meeting flows.
$1,000setup
$149per month monitoring
- One scheduler
- One CRM
- One or two meeting types
- Simple contact matching
- Quarterly checkup
Core
For firms that want clean prospect and client meeting workflows.
$1,500setup
$249per month monitoring
- Up to five meeting types
- Contact and household matching
- Tags, tasks, and workflow triggers
- Cancel/reschedule handling
- Monthly monitoring
Pro
For larger teams or messier routing rules.
$2,500+setup
$399+per month monitoring
- Multiple advisors or calendars
- Exception reports
- Custom Make/Zapier/Python logic
- Workflow optimization
- Priority fixes
Monthly monitoring is optional. Some firms only need the fixed setup; others want someone watching for failed runs, expired connections, and field changes.
Process
Simple implementation, with fewer surprises.
Map the current workflow
I review meeting types, calendars, CRM fields, ownership rules, and what the team manually fixes today.
Build and test the sync
I build in Zapier, Make, or custom Python depending on complexity. Then I test real examples with you before launch.
Document what changed
You get a plain-English summary plus a Loom walkthrough, so your team knows what happens after each meeting gets booked.
Monitor and maintain
I watch for broken automations, failed tasks, field changes, and edge cases that show up after launch.
Use cases
Common meeting workflows I clean up for advisor firms.
Calendly to WealthboxNew prospect calls create or update the right Wealthbox contact, attach intake details, and trigger the next internal step.Calendly to RedtailBooked meetings turn into clean Redtail records, activities, notes, and prep tasks instead of another manual cleanup queue.Acuity to WealthboxAcuity form answers flow into Wealthbox fields, tags, and workflows so your team has context before the meeting starts.OnceHub to WealthboxMore complex routing, multiple calendars, and advisor ownership rules are handled before anything hits the CRM.
Meet Michael
Finance background. Automation operator. Advisor tech stack fluent.
I started Snowline Automation to help financial advisors and RIAs remove the repetitive work that creeps into client service, onboarding, marketing, reporting, and operations.
I have worked across the spectrum: solo advisors, regional firms, and larger independent RIAs with more complex teams and tech stacks. The common thread is that the tools are usually fine. The handoffs between the tools are where time disappears.
My job is to make those handoffs boring, documented, and reliable.
Book a call
Want me to look at your current meeting workflow?
Bring one example meeting type and the tools you use today. I’ll tell you what I would automate, what I would leave alone, and whether a fixed-fee setup makes sense.
Good fit if you use
- Calendly, Acuity, or OnceHub
- Wealthbox or Redtail
- Multiple meeting types
- Manual CRM cleanup after bookings
- Existing automations or CRM handoffs that nobody wants to own