Practice Optimizer — Intake

Tell us about your firm and upload your advisor data. The Practice Optimizing Agent will run 6 sub-agent analyses across your advisory team and generate a scored action plan.

🏢 Firm Information

Firm Name

Number of Advisors

Primary CRM

Firm AUM

🎯 Practice Focus Areas

What areas would you like the agent to prioritize?

Meeting Efficiency

Time & Capacity

CRM & Data Quality

Automation & Templates

Growth & Pipeline

Client Segmentation

Current Pain Points

Too much admin time

Inconsistent client experience

CRM data is incomplete

No pipeline visibility

Manual follow-ups

Client retention risk

Growth has plateaued

📊 Advisor Data Upload

📁

Drop your advisor CSV here or click to browse

Accepted: .csv, .xlsx — Max 500 rows · Columns: Name, Role, Segment, Platform, Meetings, Admin Hours, CRM Score, Automation Level

⚡ Load 75-Advisor Demo Dataset

Analyzing Your Practice

Initializing 6 sub-agents...

Ingesting advisor data...

Running Meeting OS Agent...

Running Time & Capacity Agent...

Running CRM & Workflow Agent...

Running Growth & Pipeline Agent...

Running Client Segmentation Agent...

Computing scorecards & action plans...

Building Executive Dashboard...