Easy Aiz HELPS SmartPro Financial Route Leads 3× Faster with Automation
CLIENT BACKGROUND
SmartPro Financial is a financial services firm based in Bradenton, Florida, founded in 2017. The company focuses on personalized financial planning and guidance for individuals and families, helping clients create clear, step-by-step strategies for their financial lives and long-term goals. SmartPro emphasizes education, ensuring clients understand each component of their financial plans and the decisions they are making.
The firm provides services in financial planning, investment management, retirement and estate planning, insurance planning, and active 401k management. Additionally, it offers financial literacy education, coaching, and mentorship, supported by proprietary investment models and a disciplined investment approach. SmartPro serves a broad client base, including consumers and families who follow Dave Ramsey principles, SmartVestor Pro users, and independent financial advisors seeking support and lead generation. With an estimated 93 employees, the firm has the capacity to serve clients across varied financial needs and stages.
The Challenge
SmartPro Financial struggled to manage new client inquiries from Ninja Forms on their website. Each submission arrived as an individual email, requiring staff to manually review, extract details, and decide which advisor should follow up. This manual process was slow, prone to errors, and made it difficult to ensure fair lead distribution, timely responses, and a professional first impression.
The Solutions
Easy Aiz implemented a Zapier automation connecting Ninja Forms, Storage, Gmail, and Google Sheets for SmartPro Financial. Each submission automatically increments a round-robin counter, assigns the lead to the next advisor, sends a clear notification email, and logs the data in Google Sheets. Filters ensure only qualified inquiries progress, creating a fast, accurate, and scalable lead management process.
Lead Capture & Form Submission
When a new prospect submits a form on the website, Ninja Forms triggers the automation. Storage by Zapier increments a counter to determine which advisor is next in the round-robin sequence. This ensures leads are assigned fairly and consistently without manual intervention.
Lead Assignment & Notification
Lead Logging & Qualification
The submission data is automatically logged in Google Sheets to create a centralized, live record of all leads. Filter by Zapier ensures only qualified or relevant inquiries progress through the workflow, maintaining data accuracy and helping the team focus on high-priority prospects.
The Result
“Brian Wheeler”
Conclusion
“By implementing a Zapier-based automation system integrating Ninja Forms, Gmail, Storage, Zapier Tables, and Google Sheets by Easy Aiz, SmartPro Financial transformed a slow, error-prone manual process into a fast, reliable, and scalable lead management system. Every new inquiry is captured, assigned, and tracked automatically, enabling faster responses, fair workloads, and improved client experiences. The firm now operates efficiently and confidently, even as lead volume grows, ensuring every prospect receives timely attention and a professional first impression.“
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