Explore Relay’s Services

Newsletters, Blog Posts, & Firm Content

Email newsletter template with a green header labeled 'NEWSLETTER'; main section titled 'Firm Name' with subheading 'Monthly updates and insights'; sections for 'Market headlines', 'Planning tip', and 'Client Question' with placeholder text. Side panel with text stating 'Newsletters drafted and scheduled in your voice.'

Client newsletters

Helping fee-only advisors produce thoughtful monthly client updates without having to draft the whole thing themselves.

Blog posts

  • Strengthen your website, reinforce your expertise, and give current and prospective clients useful resources.

Website copy updates

  • Turn your ideas into a prospect-friendly, clean website.

Client manuals, proposal templates, and onboarding guides

  • Guides that help clients complete tasks like uploads, data entry, and portal use.

Tax & Financial Operations Support

Screenshot of a data entry interface showing source documents on the left and entered financial data on the right, with a 'Ready for Review' button at the bottom.

Tax return data entry

Using Intuit ProConnect or other tax software, I handle tax return data entry within your existing workflow and review standards.

  • Clear tracking so review and follow-up are straightforward.

Financial and client data entry

  • Contacts, accounts, notes, and supporting documents entered into RightCapital, your CRM, or other tools as needed.

Screenshot of a CRM software interface showing 'CRM Operations' with sections for Client Records, Automated Workflow, and Tasks completed. Client Records list four clients with their status, Automated Workflow includes several tasks with toggle switches, and Tasks completed shows a bar graph. Additional icons and a project checklist are visible.

CRM, Workflows & Automation

CRM cleanup, data integrity, and reporting

Organization, ongoing updates and cleanup so your records stay accurate and usable.

Structure, workflows, and automation

Setting up CRM structures so your data becomes more useful.

  • Fields, tags, naming conventions

  • Automations for reminders and routing

Reporting and visibility

CRM connections with other tools you use so data is streamlined and easy to report on.

Specialized Projects (Important Work That Keeps Getting Pushed)

A visual workflow of a document editing process divided into three sections: Draft, Review, and Final. In the Draft section, there are two documents labeled 'Onboarding Packet' and 'Proposal Template'. In Review, a document titled 'Client Manual' is marked 'Final'. In Final, there are two documents, 'Website Copy' labeled 'Approved' and a checklist named 'Project checklist' with four items marked as completed.

Specialized projects

  • I am also available to help with specialized projects like tracking client milestones and sending gifts, planning new initiatives such as client surveys or referral strategies, or reviewing your email drafts when you need an extra set of eyes.