Case Studies/Financial & Advisory Services

From scattered spreadsheets to a proactive client system.

From scattered spreadsheets to a proactive client system

Timeline: 3 Weeks from Discovery to Live DeploymentIndustry: Financial & Advisory Services

85+Active Clients MonitoredReal-time client health & renewal tracking

45 min → 5 minProposal Creation Time90% reduction in drafting time

0Missed Renewal WindowsZero missed windows over 6+ months

98%Quarterly RetentionIndustry-leading advisory client retention

Case Study Production Showcase

Insurance advisor using the Plan Compass client and renewal management application

Interactive System Architecture Demo

plancompass.app/dashboard

85 CLIENTS MONITORED

Monitored Accounts85 Active

Proposal Speed45m → 5m

Quarterly Retention98.4%

Proactive Account Renewal Pipeline

Click account to test 1-click proposal

Apex Financial Holdings

Renewal: Aug 15, 2026 · $14,500/yr

Renewal Ready

Vanguard Medical Systems

Renewal: Sep 02, 2026 · $22,000/yr

Doc Verified

Crestview Property Group

Renewal: Sep 18, 2026 · $18,500/yr

In Progress

1-Click Advisory Renewal Proposal EngineAuto-populates historical metrics & proposal PDF

The Operational Problem

Plan Compass managed 85+ active corporate advisory clients across fragmented Excel spreadsheets, manual Google Calendar reminders, and disconnected document folders. Advisory proposals took up to 45 minutes to draft per client, renewal windows were frequently missed, and senior team members spent over 15 hours a week performing repetitive administrative checking.

The Turning Point

The firm realized that continuing to scale with manual spreadsheets was hurting quarterly client retention, increasing staff stress during renewal cycles, and capping their ability to take on new advisory accounts.

The System Built by Promptful

Promptful designed and built 'Plan Compass'—a custom web-based client portal and automated workflow engine. The system continuously monitors client account renewal dates, tracks compliance requirements, automatically aggregates account metrics, and generates customized advisory renewal proposals with a single click.

Workflow Pipeline Comparison

Before (Legacy Manual)

•Manual spreadsheet updates across 85+ client tabs
•Staff manually calculating renewal dates on calendars
•45 minutes spent drafting each customized proposal PDF
•Inconsistent client check-ins and lost renewal revenue

After (Promptful Engine)

✓Plan Compass dashboard continuously monitors all 85+ accounts
✓Automated alerts trigger 60 days before renewal deadlines
✓AI engine generates tailored advisory proposal PDF in 5 mins
✓1-click client portal approval and e-signature capture

"Promptful transformed how we manage our entire client roster. Proposal drafting used to swallow my entire Friday afternoon; now it takes under five minutes, and our clients love the proactive updates."

Win Liggett & Advisory Client TeamManaging Principal · Plan Compass Advisory Group

Strategic Takeaway:

Replacing fragile manual spreadsheets with a purpose-built custom application eliminates operational stress, speeds up proposal creation, and directly boosts client retention.

Technology Stack Utilized

Next.js App RouterTypeScriptTailwind CSSSupabase PostgreSQLOpenAI GPT-4o APISendGrid Webhooks

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