The operational foundation your firm should've had from day one.
In 30 days we document how your firm actually runs, build your pipelines and workflows inside the Redtail or Wealthbox you already own, write your SOPs, and train your team — so your back office stops depending on any one person to function.
30 days · Fixed price · You own everything we build.
Built inside the tools you already pay for
The price never moves with your AUM.
Fixed scope, fixed timeline, clean exit.
You own everything from day one.
The real problem
Your CRM has everything you need. No one ever built the system inside it.
Most firms run Redtail or Wealthbox exactly the way they set it up on day one — a few contact records, scattered notes, and a task list nobody trusts. The pipelines are empty or a mess. Nothing is written down. And when someone leaves, half your operational knowledge walks out the door with them.
So the back office runs on memory, manual follow-up, and whoever happens to catch something before it slips. Transfers stall. Reviews get missed. NIGOs pile up. And you burn 20 hours a week on work that should be running itself.
The problem was never your CRM. It's that no one ever built the system inside it.
Why this exists
"I spent 15 years inside financial services firms, and I've seen exactly where the back office breaks — it's almost never the advisor's fault. Nobody ever built them a real system. That's what the Foundation Sprint fixes. We come in, build it inside the CRM you already have, train your people on it, and hand it over. In 30 days your firm has the infrastructure it should have had from the start."
— Lucrece Valentin, Founder
What you get
In 30 days your firm has four things it's been missing.
Documented workflows
Every process your firm runs — onboarding, account transfers, annual reviews — mapped out and built inside Redtail or Wealthbox. No more relying on whoever remembers how it works.
Configured pipelines
Your pipelines rebuilt to mirror your real client lifecycle. Every stage defined, every task assigned, every follow-up mapped.
Written SOPs
Standard operating procedures written from your actual processes — not generic templates. Your staff opens the SOP and the work gets done right every time.
Live staff training
Before Lucci exits, everyone touching the back office knows how to run what was built. Not a recording in a shared drive — live, side-by-side training until your team can run it without her.
Let's be clear
What the Foundation Sprint is — and what it isn't.
What it is not
Not a tech implementation
We're not migrating data, selling software, or wiring a dozen tools together. Everything lives inside the Redtail or Wealthbox you already pay for.
Not a consulting report
No slide deck of recommendations and a handshake. You get a built, documented, trained foundation your staff can run the day Lucci walks out.
Not an ongoing engagement
Thirty days. Fixed scope, fixed price. No retainer, no monthly commitment, no dependency on us to keep it running.
What it is
A system built inside the CRM you already own
Documented from how your firm actually operates
Trained into your team, live, until they can run it
Handed off completely — you own all of it
Who it's for
Built for one kind of firm.
You run an independent RIA between $50M and $500M in AUM, with one to ten staff and at least one person whose job is supposed to be operations — but who's really just putting out fires and following up manually on everything.
You've had Redtail or Wealthbox for years and, if you're honest, you're using maybe 30% of it, because nobody ever built the system inside it.
You're not looking for a consultant to tell you what's wrong. You already know. You're looking for someone to come in and fix it.
This is you if
- Your back office lives in the heads of one or two people
- Every time someone leaves, operations lose months of ground
- Your CRM pipelines are empty, outdated, or nobody actually uses them
- Transfers, reviews, and follow-ups get missed — nothing catches them
- You've tried to document your processes yourself and it never gets finished
- You know operations are capping your growth and you're ready to fix it
The 30 days
Exactly what happens, week by week.
Week 1
Operational assessment
Lucci maps everything — every process, workflow, and task your back office touches. She interviews your staff, reviews your CRM, and finds every gap and everything living in someone's head that should be written down.
Week 2
Build
Pipelines configured. Workflows built. SOPs drafted. Everything constructed inside your existing Redtail or Wealthbox from the assessment — built from how your firm actually operates, not a template.
Week 3
Refine & test
Every workflow and pipeline is run against your real client scenarios. Gaps get closed, SOPs get refined on staff feedback, and the system is stress-tested before training begins.
Week 4
Train & hand off
Everyone who touches the back office is trained live on every workflow, pipeline, and SOP. On day 30, you get a complete handoff — and your firm owns all of it.
The outcome
RIA firms that stopped running on memory.
from first call to a fully documented, trained back office
a week the assessment typically finds hiding in manual work
flat — the same whether you run $50M or $500M
new tools, migrations, or ongoing retainers required
What comes after a clean foundation.
Almost every firm tells us the same thing: they had no idea how much operational knowledge was living in people's heads until we wrote it down. And once they see their back office documented and running cleanly for the first time, they start asking what else is possible.
If you want to see what a fully automated system looks like built on top of a clean foundation, we'll show you on your final check-in call. Not a pitch — just a look at what the next level of infrastructure looks like for firms like yours.
The Foundation Sprint is complete whether or not you ever take that step. We just want you to know the door is open.
FAQ
Questions we get before every Sprint call.
Still not sure it's a fit? Book the call — we'll tell you straight.
Because owning the tool and having a system built inside it are two different things. Most firms entered their contacts on day one and never built the operational layer on top. The Sprint builds the pipelines, workflows, and SOPs that turn your CRM from a contact database into the system your whole firm runs on.
Your firm has run on memory long enough.
Thirty days from now your back office can have documented workflows, configured pipelines, written SOPs, and a team trained to run all of it without you in the room. Fixed price. Clean exit. You own everything.