LEAK-01
Quoting still lives in a spreadsheet
Every client scenario means rebuilding the same sheet — versions drift, numbers get retyped, and the client waits while you check the math.
Growth systems for advisory & professional practices
Your practice doesn't need more leads. It needs a system.
Quote tools, client intake, site, and content engine for financial advisors and licensed professional practices — built as one connected system, owned by you.
Built and runs the quoting system for a CI Assante advisory practice
From scattered inputs to one connected flow.
So the practice runs the system — not the other way around.
Manual & scattered
Pieces of the workflow live in too many places.
Working system
The next step has a clear place to go.
Emails
Intake forms
CRM
Quote sheets
Content
Follow-up
EmailsIntake formsCRMQuote sheetsContentFollow-up
Working systemNext step clearDashboard currentFollow-up queued
Where the practice leaks
Where your week actually goes.
Referral-stable practices rarely have a leads problem. They have these — and every one is a workflow a system can run quietly, every day, without reminders.
LEAK-02
Intake and onboarding restart from zero
Each new client kicks off the same documents, emails, and reminders — assembled by hand, every time, usually by you.
LEAK-03
Follow-up depends on memory
Prospects, review cycles, and renewals slip because the next touch lives in your head and your inbox, not in a system.
LEAK-04
Content and presence run in bursts
The site, the newsletter, the LinkedIn presence — fine for a week when you push, silent for a month when the real work takes over.
LEAK-05
Reporting takes reconstruction
You can feel where the practice is, but showing it — pipeline, status, revenue — takes an afternoon of pulling numbers together.
LEAK-06
Everything routes through you
Approvals, next steps, client updates, and handoffs wait on your attention. The practice's throughput is capped at your calendar.
Free 5-minute self-audit
Not sure which leak costs the practice most? Score it.
Walk the six zones above and get a ranked result — your #1 leak, what it's costing, and what to systemize first.
Offers
Start with one working tool. Grow into a systems retainer.
The first project is deliberately small: one tool that removes a real friction, live in weeks. The retainer exists for practices that want the whole growth system built and run for them.
OFFER-01
The wedgeFirst System Build
Pick the friction that costs you most — quoting, intake, follow-up. I map how it actually works today, then build the tool that runs it: a quote calculator, an intake app, an automated follow-up path. A clean practice site is part of the build if you need one.
From $995scoped flat fee
- Pick one friction: quoting, intake, or follow-up
- Map how the work actually happens today
- Build the tool — quote calculator, intake app, or automation
- Connect it to your CRM, email, and calendar
- Documented and live in weeks, not quarters
Add the care plan (from $200/mo) for monitoring, fixes, and small improvements so the tool keeps fitting the practice
Yours outright — code, accounts, data, documentation. No lock-in.
OFFER-02
The retainerGrowth Systems Retainer
For practices that want the full system built and run: quoting, intake, site, content engine, reporting — improved every month. Marketing output comes out of the system as a byproduct, not as a campaign you have to feed.
- The full stack: quote tools, intake, site, content, reporting
- A monthly build-and-improve rhythm with direct access to Matt
- Content and presence produced by the system, reviewed by you
- Everything documented and owned by the practice
I take on 3–4 retainer practices at a time, so each one gets real attention.
Retainer capacity is limited by design. The first build is how we both decide.
Selected work
Working software built around real operating constraints.
A production intake system, a live industry demo, and a private client CRM — every preview is the real interface, with content genericized where client work stays private.
Client intake system — built for a financial-advisory practice
A dense client questionnaire, delivered as a review-ready brief.
Validates, scores, and turns each submission into a formatted document routed to the right inbox — an estimated 30–45 minutes of manual review saved per form.
Open the interactive demo
Synthetic content · nothing is stored
Estate-law quoting — live demo
Five questions. A client quote — and the office file, already drafted.
Clients see a line-itemed flat-fee estimate before they book; the office receives the intake summary, checklists, and a drafted engagement letter from the same five answers.
Employment CRM — private client system
A placement pipeline with no client names in it — by design.
Employer outreach through retention for a community employment program, with role-based access and a full audit log. Identities stay in the organization's case-management system — reference IDs only.
Private client system · walkthrough on request
WWorkWellProgram dashboard
Role: staff · audit onSL
Active employer partners
12
3 new this quarter
Open opportunities
9
4 sectors
Active placements
14
5 started this quarter
3-month retention
82%
11 of 13 checkpoints
Retention checkpoints needing attention
- WW-1007Thameside Fresh MarketsMissed30-day · 3 days overdue
- WW-1012The Coventry HotelDue60-day · in 2 days
- WW-1019Forest City LogisticsDue90-day · in 6 days
- WW-1004Maplewood Retirement ResidenceOn track60-day · complete
Employer follow-ups due
- Blackfriars Print & SignageToday
Awaiting call back from owner
- Deshwal ManufacturingTomorrow
Send placement track record
- Greenmantle LandscapingFri
Spring crew — confirm start dates
Audit log · 214 entries · exportable CSV
How it works
One month from named friction to working system.
- Step 1
Map the real workflow
Sit with the quoting, intake, or follow-up path as it actually runs — forms, spreadsheets, inboxes, handoffs — and pick the friction with the most leverage.
- Step 2
Build the system
Build the tool that removes it — plain automation where it's most reliable, AI where it genuinely helps, configuration where you already own the right tools.
- Step 3
Launch and decide what continues
Go live with the people doing the work, document the flow, then choose what's next: run it yourself, add the care plan, or hand me the whole system.
About me
Matt Henderson — systems partner for advisory and professional practices.
About
Work directly with the person who builds and runs the system.
I'm Matt Henderson. I build growth and operations systems for financial advisors and licensed professional practices — quote tools, client intake, sites, content engines — and I stay on to run them.
You work directly with Matt.
No account manager, no handoff. The person who maps the workflow is the one who builds, ships, and supports the system.
Systems first, marketing second.
The deliverable is a working system. Content, presence, and campaigns come out of it as byproducts — not the other way around.
Running in production.
This isn't a recommendation deck. The quoting system I built for a CI Assante advisory practice is live and supported today.
Questions
What practices ask before the first build.
Straight answers — the same ones you would get on the intro call.
Something I didn't cover?
Book a 30-minute intro callLicensed professional practices — financial advisors first, plus accounting and other advisory firms. If quoting, intake, follow-up, or content still runs on manual effort and your memory, that's the pattern I build for.
Not in the way agencies mean it. Referral-based practices rarely have a leads problem — they have quoting friction, intake chaos, and a presence that runs in bursts. I build the systems that fix those. Marketing output falls out of the system as a byproduct.
Both, honestly. Some workflows benefit from AI — summarizing documents, drafting follow-ups, routing messy inputs. Others just need reliable automation with no AI involved. I use whichever makes the system dependable, and I'll tell you which is which.
The first build starts at $995 as a scoped flat fee — you know the number before any work starts. The care plan runs from $200/mo. Growth systems retainers run $1,500–2,500/mo, scoped to the practice.
Nothing ships to a client without your review. Quotes, content, and client-facing copy all pass through you — and your compliance process — before they go anywhere. Systems are built on accounts the practice owns, so oversight stays where it belongs.
No. Everything is built on accounts you own and documented so another person could run it. If we stop working together, the system stays and keeps working.
Ready when the friction is clear enough to name
More leads won't fix it. The right system will.
Book a 30-minute intro call. Bring the workflow that eats the most of your week — quoting, intake, follow-up, content — and I'll tell you what I'd build, and what it would cost.