The Challenge

Ibrahim Bah had an advisory service ready to scale, but no time to market it.

The solution? He activated Playbooks — our automated email + SMS campaign engine —designed to take his advisory messaging directly to the clients who need it most.

Playbooks now handle the heavy lifting:

• Sends timely advisory content
• Automates follow-ups
• Drives leads back into ClientHub
• Works completely in the background

What Are Playbooks?

Playbooks are automated email and SMS campaigns powered by AI and built to promote your services without the manual work. Playbooks engage clients, follow up automatically, and help turn interest into advisory revenue.

Playbooks act like your built-in marketing team — sending the right message to the right clients at the right time. More visibility, more engagement, more advisory growth.

The Outcome

More visibility. More leads. More high-value work.

Since launching Playbooks campaigns:

• Website activity has increased
• Prospects are responding directly from campaigns
• Advisory conversations are happening every week
• Growth feels automated — not overwhelming

The best part?

Ibrahim spends more time doing advisory and serving his clients, and less timechasing it.