You built your business by hand.
We'll help you run it with Headroom.
Thursday, June 18
8:47
Your team has questions, and every answer lives in your head.
Your client changes the plan, and Headroom updates everything.
Mail9:12 AM
Client9:12 AM ›
Closing moved to Friday
Good news, we close Friday! The title company's wire instructions are attached. They need the $180K by 4:00 PM.
PDFWire_Instructions.pdf
Client requestUpdating…
Home purchase · Wire
- Client
- Joint household account
- Amount
- $180,000
- Wire by
- Fri, Jun 26, 4:00 PM
- Status
- Needs wire instructions
From the client's email
Friday, June 19
6:14
Do Not Disturb
At 6:15 you check your phone, and there's one message: thank you.
How did Headroom know who to ask? It learned how your team works.
Hartwell WealthWealth advisory · 9 people
Rules it learned
Over $50K needs MarcusCut-off 4:00 PMTransfers follow client instructions
9:12 AMClient email
11:05 AMTransfer form
1:00 PMClient call
2:20 PMProof of funds
You don't set it up. We do.
- 1
Show us one bad Friday.
Walk us through the day that went wrong: the emails, the PDFs, the calls, and who you'd have texted.
What we sat in onFriday, June 19- 9:12 AMClient email“Closing moved to Friday”
- 11:05 AMTransfer form6 pages · 1.1 MB
- 1:00 PMClient callClient, Nadia
- 2:20 PMProof of funds“Statement ready (June)”
- 2
We write down how it really runs.
Who approves what, which rules can't bend, where every document goes.
Hartwell WealthBusiness mapRulesOver $50K needs MarcusCut-off 4:00 PMTransfers follow client instructions+2 moreWho signs off- Marcusapproves wires
- Nadiaclient paperwork
- Samcustodian accounts
5 rules · 3 peopleReviewed with your team - 3
It runs. We add the next job.
Start with your worst Friday. Then the rest of the week, one job at a time.
This monthActivity- Friday handled · 8 minutes to spare
- Marcus, Nadia, and Sam on board
- Quarterly reviewsBuilding
- Required distributionsNext
One Friday was the start. Here's the rest of the week.
We build Headroomfor one business at a time,and the next one isyours.