Client Spotlight:
Christian Pruitt, Retirement Advisor
The Challenge: Transforming a Frustrating System Into a Streamlined Powerhouse
Chris Pruitt, a Retirement Income Strategies Advisor, came to me with a half-built CRM that left him feeling overwhelmed and frustrated. He knew he needed a more efficient system to provide his clients with a VIP experience, but he wasn’t sure where to start.
Chris needed someone to untangle the chaos, solidify his brand, and create systems that would save him hours each week—without adding more to his plate.
Client Spotlight:
Christian Pruitt, Retirement Advisor
The Challenge: Transforming a Frustrating System Into a Streamlined Powerhouse
Chris Pruitt, a Retirement Income Strategies Advisor, came to me with a half-built CRM that left
him feeling overwhelmed
and frustrated.
He knew he needed a more efficient system to provide his clients with a VIP experience, but he wasn’t sure where to start.
Chris needed someone to untangle the chaos, solidify his brand, and create systems that would save him hours each week—without adding more to his plate.
The Solution: A VIP Experience, Powered by Custom Automation
Working closely with Chris, we transformed his operations by delivering:
Custom CRM Workflows: Built a completely new CRM inside the Lighthouse Software Suite with workflows designed to provide his clients with a seamless, VIP experience at every touchpoint.
AI Brand Blueprint: Developed a detailed guide to solidify Chris's brand voice and messaging, ensuring consistency across all client interactions.
AI Assistants: Created multiple custom AI assistants to handle repetitive tasks, saving Chris hours of manual work each week and allowing him to focus on high-value activities.
Streamlined Client Experience: Designed automations to manage client onboarding, follow-ups, and communications with ease, creating a smoother journey for both Chris and his clients.
The Solution: A VIP Experience, Powered by Custom Automation
Working closely with Chris, we transformed his operations
by delivering:
Custom CRM Workflows: Built a completely new CRM inside the Lighthouse Software Suite with workflows designed to provide his clients with a seamless, VIP experience at every touchpoint.
AI Brand Blueprint: Developed a detailed guide to solidify Chris's brand voice and messaging, ensuring consistency across all client interactions.
AI Assistants: Created multiple custom AI assistants to handle repetitive tasks, saving Chris hours of manual work each week and allowing him to focus on high-value activities.
Streamlined Client Experience: Designed automations to manage client onboarding, follow-ups, and communications with ease, creating a smoother journey for both Chris and his clients.
The Transformation: From Launch to Growth
With his new CRM and AI tools in place, Chris has been able to reclaim his time, focus on nurturing client relationships, and provide a VIP experience that sets him apart in the financial planning industry.
His operations are now smooth, efficient, and fully aligned with his vision for long-term growth.
The Transformation: From Launch to Growth
With his new CRM and AI tools in place, Chris has been able to reclaim his time, focus on nurturing client relationships, and provide a VIP experience that sets him apart in the financial planning industry.
His operations are now smooth, efficient, and fully aligned with his vision for long-term growth.
What the Client Said:
Working with Caitlin has revolutionized my business. She helped me streamline my CRM, simplify my client workflows, and elevate my marketing strategy—all while keeping my unique brand voice intact.
Her expertise, creativity, and ability to turn complex systems into simple solutions are unmatched. Thanks to Caitlin, I now have more time to focus on my clients and the confidence that my systems are working seamlessly behind the scenes. I can’t recommend her enough!
– Chris Pruitt, Retirement Advisor
Christian Pruitt Financial
What the Client Said:
Working with Caitlin has revolutionized my business. She helped me streamline my CRM, simplify my client workflows, and elevate my marketing strategy—all while keeping my unique
brand voice intact.
Her expertise, creativity, and ability to turn complex systems into simple solutions are unmatched. Thanks to Caitlin, I now have more time to focus on my clients and the confidence that my systems are working seamlessly behind the scenes. I can’t recommend her enough!
– Chris Pruitt, Retirement Advisor
Christian Pruitt Financial
Key Results:
Streamlined Operations: Transformed a clunky, half-built CRM into a powerful system that works seamlessly.
Enhanced Client Experience: Built workflows and automations to ensure clients feel supported and valued at every step.
Time Savings: Designed AI assistants that handle repetitive tasks, freeing up hours each week for Chris to focus on his clients.
Consistent Branding: Created a comprehensive AI Brand Blueprint to ensure Chris's voice is clear, professional, and impactful.
Looking Ahead:
Chris now has a fully optimized system that supports his growing business and delivers a top-tier experience for his clients.
With the Lighthouse Software Suite and custom solutions in place, Chris is ready to scale his business without sacrificing
quality—or his time.
Key Results:
Streamlined Operations: Transformed a clunky, half-built CRM into a powerful system that works seamlessly.
Enhanced Client Experience: Built workflows and automations to ensure clients feel supported and valued at every step.
Time Savings: Designed AI assistants that handle repetitive tasks, freeing up hours each week for Chris to focus on his clients.
Consistent Branding: Created a comprehensive AI Brand Blueprint to ensure Chris's voice is clear, professional, and impactful.
Looking Ahead:
Chris now has a fully optimized system that supports his growing business
and delivers a top-tier experience for his clients. With the Lighthouse
Software Suite and custom solutions in place, Chris is ready to scale his business
without sacrificing quality—or his time.
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